Krilogy Financial’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

Krilogy Financial’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 Q2	$210K	Buy	+8,367	New	+$210K	0.01%	952

Other funds holding IBTQ

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Hyposwiss Advisors Geneva $106M AUM

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Krilogy Financial's IBTQ Position: Q2 2026 in Review

Krilogy Financial opened a new position in iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) in Q2 2026: 8,367 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #952 among its holdings.

13 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

Krilogy Financial held 8,367 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $210K as of Q2 2026.
iShares iBonds Dec 2035 Term Treasury ETF was a new Krilogy Financial position in Q2 2026.
iShares iBonds Dec 2035 Term Treasury ETF made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #952 holding.
13 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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