KTM
IBTP

Keeler Thomas Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Keeler Thomas 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 		$275K Sell
10,835
-4,643
-30% -$118K 0.1% 122
2026
Q1 		$397K Sell
15,478
-48,338
-76% -$1.25M 0.17% 100
2025
Q4 		$1.65M Buy
63,816
+1,400
+2% +$36.4K 0.79% 38
2025
Q3 		$1.62M Sell
62,416
-1,850
-3% -$47.5K 0.66% 47
2025
Q2 		$1.65M Buy
64,266
+16,525
+35% +$420K 0.71% 41
2025
Q1 		$1.23M Buy
+47,741
New +$1.2M 0.6% 52

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

Keeler Thomas Management's IBTP Position: Q2 2026 in Review

Keeler Thomas Management reduced its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 30% in Q2 2026, selling an estimated $118K and leaving 10,835 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #122.

Keeler Thomas Management first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.65M in Q2 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Keeler Thomas Management held 10,835 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $275K as of Q2 2026.
  • Keeler Thomas Management sold 4,643 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $118K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.1% of Keeler Thomas Management's portfolio in Q2 2026, its #122 holding.
  • Keeler Thomas Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Keeler Thomas Management's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1.65M in Q2 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.