LAM
IBTP

L2 Asset Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

L2 Asset 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 		$663K Buy
26,125
+1,153
+5% +$29.3K 0.07% 218
2026
Q1 		$640K Buy
24,972
+155
+0.6% +$4K 0.06% 199
2025
Q4 		$641K Buy
24,817
+86
+0.3% +$2.23K 0.09% 185
2025
Q3 		$641K Buy
+24,731
New +$635K 0.09% 182

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

L2 Asset Management's IBTP Position: Q2 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 4.6% in Q2 2026, buying an estimated $29.3K and bringing the position to 26,125 shares worth $663K. The position accounts for 0.07% of the portfolio, ranked #218.

L2 Asset Management first reported a position in IBTP in Q3 2025 and has held it in 4 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • L2 Asset Management held 26,125 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $663K as of Q2 2026.
  • L2 Asset Management bought 1,153 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $29.3K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.07% of L2 Asset Management's portfolio in Q2 2026, its #218 holding.
  • L2 Asset Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.