Krilogy Financial
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Krilogy Financial’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Krilogy Financial’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
Q3 		$606K Buy
25,161
+3,886
+18% +$96.6K 0.02% 602
2026
Q2 		$540K Buy
21,275
+3,676
+21% +$93.4K 0.02% 612
2026
Q1 		$451K Sell
17,599
-6,760
-28% -$175K 0.01% 612
2025
Q4 		$628K Sell
24,359
-11,037
-31% -$287K 0.02% 477
2025
Q3 		$914K Sell
35,396
-3,297
-9% -$84.6K 0.03% 348
2025
Q2 		$995K Sell
38,693
-5,071
-12% -$129K 0.06% 182
2025
Q1 		$1.12M Buy
+43,764
New +$1.1M 0.07% 163

Other funds holding IBTP

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GPA
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

Krilogy Financial's IBTP Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 18% in Q3 2026, buying an estimated $96.6K and bringing the position to 25,161 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #602.

Krilogy Financial first reported a position in IBTP in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2025. 6 funds tracked by Wall St. Rank hold IBTP as of Q3 2026.

  • Krilogy Financial held 25,161 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $606K as of Q3 2026.
  • Krilogy Financial bought 3,886 iShares iBonds Dec 2034 Term Treasury ETF shares in Q3 2026, an estimated $96.6K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #602 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1.12M in Q1 2025.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.