Wells Fargo
IBTP

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

Wells Fargo’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 		$528K Sell
20,796
-1,295
-6% -$32.9K ﹤0.01% 4583
2026
Q1 		$566K Buy
22,091
+13,582
+160% +$351K ﹤0.01% 4090
2025
Q4 		$220K Buy
+8,509
New +$221K ﹤0.01% 5024
2025
Q3 		– Sell
-379
Closed -$9.74K – 7464
2025
Q2 		$9.74K Buy
+379
New +$9.62K ﹤0.01% 5958

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

Wells Fargo's IBTP Position: Q2 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 5.9% in Q2 2026, selling an estimated $32.9K and leaving 20,796 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #4583.

Wells Fargo first reported a position in IBTP in Q2 2025 and has held it in 4 quarters since. The position peaked at $566K in Q1 2026. 63 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Wells Fargo held 20,796 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $528K as of Q2 2026.
  • Wells Fargo sold 1,295 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $32.9K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4583 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Wells Fargo's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $566K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.