L2 Asset Management’s iShares iBonds Dec 2036 Term Treasury ETF IBTR Stock Holding History

L2 Asset Management’s Portfolio IBTR Stock Details IBTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.8M	Buy	+119,853	New	+$2.91M	0.26%	96

Other funds holding IBTR

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Insigneo Advisory Services Miami, Florida $2.37B AUM 31.99% 1-Year Est. Return

Manhattan West Asset Management Los Angeles, California $606M AUM 13.45% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

L2 Asset Management's IBTR Position: Q3 2026 in Review

L2 Asset Management opened a new position in iShares iBonds Dec 2036 Term Treasury ETF (IBTR) in Q3 2026: 119,853 shares worth $2.8M. The stake represents 0.26% of the portfolio and ranks #96 among its holdings.

12 funds tracked by Wall St. Rank hold IBTR as of Q3 2026.

L2 Asset Management held 119,853 shares of iShares iBonds Dec 2036 Term Treasury ETF worth $2.8M as of Q3 2026.
iShares iBonds Dec 2036 Term Treasury ETF was a new L2 Asset Management position in Q3 2026.
iShares iBonds Dec 2036 Term Treasury ETF made up 0.26% of L2 Asset Management's portfolio in Q3 2026, its #96 holding.
12 funds tracked by Wall St. Rank held iShares iBonds Dec 2036 Term Treasury ETF as of Q3 2026.

Based on L2 Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.