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%	2881
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

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 #2881.

Envestnet Asset Management first reported a position in IBTP in Q1 2025 and has held it in 5 quarters since. 62 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 #2881 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.
62 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.