LPL Financial
IBTQ

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

LPL 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 		$7.5M Buy
298,976
+21,955
+8% +$551K ﹤0.01% 2417
2026
Q1 		$7.01M Buy
277,021
+264,368
+2,089% +$6.74M ﹤0.01% 2329
2025
Q4 		$322K Buy
+12,653
New +$324K ﹤0.01% 5092

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial's IBTQ Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 7.9% in Q2 2026, buying an estimated $551K and bringing the position to 298,976 shares worth $7.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

LPL Financial first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. 47 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • LPL Financial held 298,976 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $7.5M as of Q2 2026.
  • LPL Financial bought 21,955 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $551K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2417 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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