AllSquare Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$22K	Buy	+1,070	New	+$21.9K	0.01%	311

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AllSquare Wealth Management's IBTL Position: Q3 2025 in Review

AllSquare Wealth Management opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2025: 1,070 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

AllSquare Wealth Management held 1,070 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $22K as of Q3 2025.
iShares iBonds Dec 2031 Term Treasury ETF was a new AllSquare Wealth Management position in Q3 2025.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #311 holding.
109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.