PFW
IBTP

Petros Family Wealth’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Petros Family Wealth’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 		$1.13M Buy
44,648
+3,505
+9% +$89.1K 0.69% 40
2026
Q1 		$1.05M Buy
41,143
+21,098
+105% +$545K 0.75% 37
2025
Q4 		$517K Buy
20,045
+2,289
+13% +$59.5K 0.34% 74
2025
Q3 		$460K Buy
17,756
+1,443
+9% +$37K 0.39% 70
2025
Q2 		$419K Buy
16,313
+3,063
+23% +$77.8K 0.38% 73
2025
Q1 		$340K Buy
+13,250
New +$333K 0.38% 75

Other funds holding IBTP

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Petros Family Wealth's IBTP Position: Q2 2026 in Review

Petros Family Wealth increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 8.5% in Q2 2026, buying an estimated $89.1K and bringing the position to 44,648 shares worth $1.13M. The position accounts for 0.69% of the portfolio, ranked #40.

Petros Family Wealth first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Petros Family Wealth held 44,648 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $1.13M as of Q2 2026.
  • Petros Family Wealth bought 3,505 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $89.1K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.69% of Petros Family Wealth's portfolio in Q2 2026, its #40 holding.
  • Petros Family Wealth first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.