WA
IBTP

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

Waverly Advisors’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 		$217K Hold
8,551
– – ﹤0.01% 1591
2026
Q1 		$219K Hold
8,551
– – ﹤0.01% 1450
2025
Q4 		$221K Hold
8,551
– – ﹤0.01% 1346
2025
Q3 		$222K Hold
8,551
– – ﹤0.01% 1171
2025
Q2 		$220K Buy
8,551
+473
+6% +$12K ﹤0.01% 1086
2025
Q1 		$207K Buy
+8,078
New +$203K ﹤0.01% 1043

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
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Waverly Advisors's IBTP Position: Q2 2026 in Review

Waverly Advisors held its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) position steady in Q2 2026 at 8,551 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Waverly Advisors first reported a position in IBTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $222K in Q3 2025. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Waverly Advisors held 8,551 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $217K as of Q2 2026.
  • Waverly Advisors left its iShares iBonds Dec 2034 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1591 holding.
  • Waverly Advisors first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $222K in Q3 2025.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.