KF
IBTP

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
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

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

Krilogy Financial's IBTP Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 21% in Q2 2026, buying an estimated $93.4K and bringing the position to 21,275 shares worth $540K. The position accounts for 0.02% of the portfolio, ranked #612.

Krilogy Financial first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.12M in Q1 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Krilogy Financial held 21,275 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $540K as of Q2 2026.
  • Krilogy Financial bought 3,676 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $93.4K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #612 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $1.12M in Q1 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.