LPL Financial
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LPL Financial’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

LPL 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 		$974K Buy
38,362
+3,892
+11% +$98.9K ﹤0.01% 4444
2026
Q1 		$883K Sell
34,470
-1,621
-4% -$41.9K ﹤0.01% 4289
2025
Q4 		$932K Sell
36,091
-460,517
-93% -$12M ﹤0.01% 4141
2025
Q3 		$12.9M Buy
496,608
+78,050
+19% +$2M ﹤0.01% 1658
2025
Q2 		$10.8M Buy
418,558
+150,543
+56% +$3.82M ﹤0.01% 1662
2025
Q1 		$6.88M Buy
268,015
+152,246
+132% +$3.83M ﹤0.01% 1888
2024
Q4 		$2.87M Buy
+115,769
New +$2.94M ﹤0.01% 2525

Other funds holding IBTP

Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
D.A. Davidson & Co
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

LPL Financial's IBTP Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 11% in Q2 2026, buying an estimated $98.9K and bringing the position to 38,362 shares worth $974K. The position accounts for ﹤0.01% of the portfolio, ranked #4444.

LPL Financial first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q3 2025. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • LPL Financial held 38,362 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $974K as of Q2 2026.
  • LPL Financial bought 3,892 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $98.9K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4444 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • LPL Financial's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $12.9M in Q3 2025.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.