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

SignatureFD’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	$249K	Buy	9,809 +1,969	+25%	+$50K	﹤0.01%	983
2026 Q1	$201K	Hold	7,840	–	–	﹤0.01%	1009
2025 Q4	$202K	Hold	7,840	–	–	﹤0.01%	967
2025 Q3	$203K	Hold	7,840	–	–	﹤0.01%	954
2025 Q2	$202K	Hold	7,840	–	–	﹤0.01%	915
2025 Q1	$201K	Buy	+7,840	New	+$197K	﹤0.01%	879

Other funds holding IBTP

AUB

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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

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

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

SignatureFD's IBTP Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 25% in Q2 2026, buying an estimated $50K and bringing the position to 9,809 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #983.

SignatureFD first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

SignatureFD held 9,809 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $249K as of Q2 2026.
SignatureFD bought 1,969 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $50K.
iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #983 holding.
SignatureFD first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.