IA
IBTP

IFP Advisors’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

IFP Advisors’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 		$253K Buy
9,965
+4,978
+100% +$127K ﹤0.01% 1378
2026
Q1 		$128K Buy
4,987
+217
+5% +$5.6K ﹤0.01% 1667
2025
Q4 		$123K Buy
4,770
+1,068
+29% +$27.8K ﹤0.01% 1666
2025
Q3 		$95.9K Sell
3,702
-3,008
-45% -$77.2K ﹤0.01% 1705
2025
Q2 		$172K Buy
6,710
+2,926
+77% +$74.3K ﹤0.01% 1344
2025
Q1 		$97.1K Buy
3,784
+776
+26% +$19.5K ﹤0.01% 1543
2024
Q4 		$74.7K Buy
+3,008
New +$76.5K ﹤0.01% 1622

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

IFP Advisors's IBTP Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 100% in Q2 2026, buying an estimated $127K and bringing the position to 9,965 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

IFP Advisors first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • IFP Advisors held 9,965 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $253K as of Q2 2026.
  • IFP Advisors bought 4,978 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $127K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1378 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.