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Action Point Financial Planning’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Action Point Financial Planning’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.8K Buy
+4,149
New +$84K 0.01% 661

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Action Point Financial Planning's IBTL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 4,149 shares worth $83.8K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings.

133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Action Point Financial Planning held 4,149 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $83.8K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #661 holding.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.