MML Investors Services’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

MML Investors Services’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	$484K	Buy	19,060 +3,408	+22%	+$86.6K	﹤0.01%	2492
2026 Q1	$401K	Sell	15,652 -1,316	-8%	-$34K	﹤0.01%	2366
2025 Q4	$438K	Buy	16,968 +332	+2%	+$8.63K	﹤0.01%	2353
2025 Q3	$431K	Buy	16,636 +7,480	+82%	+$192K	﹤0.01%	2273
2025 Q2	$235K	Buy	+9,156	New	+$232K	﹤0.01%	2583

Other funds holding IBTP

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

MML Investors Services's IBTP Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 22% in Q2 2026, buying an estimated $86.6K and bringing the position to 19,060 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2492.

MML Investors Services first reported a position in IBTP in Q2 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

MML Investors Services held 19,060 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $484K as of Q2 2026.
MML Investors Services bought 3,408 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $86.6K.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2492 holding.
MML Investors Services first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.