Envestnet Asset Management
IBTP

Envestnet Asset Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Envestnet Asset Management’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.9M Buy
114,247
+14,857
+15% +$378K ﹤0.01% 2878
2026
Q1 		$2.55M Buy
+99,390
New +$2.57M ﹤0.01% 2829
2025
Q4 		– Sell
-60,027
Closed -$1.56M – 4700
2025
Q3 		$1.56M Buy
60,027
+14,041
+31% +$360K ﹤0.01% 3054
2025
Q2 		$1.18M Buy
45,986
+29,293
+175% +$744K ﹤0.01% 3175
2025
Q1 		$428K Buy
+16,693
New +$420K ﹤0.01% 3711

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management's IBTP Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 15% in Q2 2026, buying an estimated $378K and bringing the position to 114,247 shares worth $2.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Envestnet Asset Management first reported a position in IBTP in Q1 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Envestnet Asset Management held 114,247 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $2.9M as of Q2 2026.
  • Envestnet Asset Management bought 14,857 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $378K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2878 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.