High Note Wealth
IBTQ icon

High Note Wealth’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

High Note 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
Q3 		$9.07K Buy
+384
New +$9.41K ﹤0.01% 456

Other funds holding IBTQ

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Single Point Partners
Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Hyposwiss Advisors
Hyposwiss Advisors Geneva $105M AUM 16.02% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

High Note Wealth's IBTQ Position: Q3 2026 in Review

High Note Wealth opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q3 2026: 384 shares worth $9.07K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings.

9 funds tracked by Wall St. Rank hold IBTQ as of Q3 2026.

  • High Note Wealth held 384 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $9.07K as of Q3 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF was a new High Note Wealth position in Q3 2026.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of High Note Wealth's portfolio in Q3 2026, its #456 holding.
  • 9 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q3 2026.

Based on High Note Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.