LAM
IBTQ

L2 Asset Management’s iShares iBonds Dec 2035 Term Treasury ETF IBTQ Stock Holding History

L2 Asset Management’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 		$1.34M Buy
53,430
+1,181
+2% +$29.6K 0.14% 142
2026
Q1 		$1.32M Buy
52,249
+4,281
+9% +$109K 0.13% 138
2025
Q4 		$1.22M Buy
47,968
+2,534
+6% +$64.9K 0.16% 115
2025
Q3 		$1.16M Buy
+45,434
New +$1.15M 0.17% 115

Other funds holding IBTQ

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return

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

L2 Asset Management increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 2.3% in Q2 2026, buying an estimated $29.6K and bringing the position to 53,430 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #142.

L2 Asset Management first reported a position in IBTQ in Q3 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • L2 Asset Management held 53,430 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $1.34M as of Q2 2026.
  • L2 Asset Management bought 1,181 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $29.6K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up 0.14% of L2 Asset Management's portfolio in Q2 2026, its #142 holding.
  • L2 Asset Management first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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