EH
IBTP

Equitable Holdings’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Equitable Holdings’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 		$528K Buy
20,802
+37
+0.2% +$940 ﹤0.01% 1290
2026
Q1 		$536K Sell
20,765
-60
-0.3% -$1.55K ﹤0.01% 1226
2025
Q4 		$537K Buy
20,825
+99
+0.5% +$2.57K ﹤0.01% 1081
2025
Q3 		$537K Buy
20,726
+275
+1% +$7.06K ﹤0.01% 1048
2025
Q2 		$526K Buy
20,451
+6,712
+49% +$170K ﹤0.01% 987
2025
Q1 		$353K Buy
+13,739
New +$346K ﹤0.01% 1034

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

Equitable Holdings's IBTP Position: Q2 2026 in Review

Equitable Holdings increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 0.18% in Q2 2026, buying an estimated $940 and bringing the position to 20,802 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Equitable Holdings first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $537K in Q4 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Equitable Holdings held 20,802 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $528K as of Q2 2026.
  • Equitable Holdings bought 37 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $940.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1290 holding.
  • Equitable Holdings first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Equitable Holdings's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $537K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.