S
IBTQ

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

SignatureFD’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 		$236K Buy
9,403
+1,993
+27% +$50K ﹤0.01% 1007
2026
Q1 		$188K Hold
7,410
– – ﹤0.01% 1042
2025
Q4 		$189K Buy
+7,410
New +$190K ﹤0.01% 994

Other funds holding IBTQ

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
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
HA
Hyposwiss Advisors Geneva $106M AUM
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SignatureFD's IBTQ Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2035 Term Treasury ETF (IBTQ) stake by 27% in Q2 2026, buying an estimated $50K and bringing the position to 9,403 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

SignatureFD first reported a position in IBTQ in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold IBTQ as of Q2 2026.

  • SignatureFD held 9,403 shares of iShares iBonds Dec 2035 Term Treasury ETF worth $236K as of Q2 2026.
  • SignatureFD bought 1,993 iShares iBonds Dec 2035 Term Treasury ETF shares in Q2 2026, an estimated $50K.
  • iShares iBonds Dec 2035 Term Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1007 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2035 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Dec 2035 Term Treasury ETF as of Q2 2026.

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