Focus Partners Wealth
IBTQ

Focus Partners Wealth’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Focus Partners Wealth’s Portfolio IBTQ Stock Details IBTQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
8,570
-4,120
-32% -$103K ﹤0.01% 2471
2026
Q1 		$321K Sell
12,690
-203
-2% -$5.17K ﹤0.01% 2153
2025
Q4 		$329K Buy
12,893
+1,156
+10% +$29.6K ﹤0.01% 2173
2025
Q3 		$300K Buy
11,737
+631
+6% +$15.9K ﹤0.01% 1841
2025
Q2 		$281K Buy
+11,106
New +$278K ﹤0.01% 1711

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

Focus Partners Wealth's IBTQ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 32% in Q2 2026, selling an estimated $103K and leaving 8,570 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Focus Partners Wealth first reported a position in IBTQ in Q2 2025 and has held it in 5 quarters since. The position peaked at $329K in Q4 2025. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • Focus Partners Wealth held 8,570 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $215K as of Q2 2026.
  • Focus Partners Wealth sold 4,120 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $103K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2471 holding.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's iShares iBonds Dec 2035 Term Treasury ETF position peaked at $329K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.