Allworth Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Allworth Financial’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	$1.24M	Buy	61,664 +60,647	+5,963%	+$1.23M	0.01%	666
2026 Q1	$20.7K	Hold	1,017	–	–	﹤0.01%	2972
2025 Q4	$20.9K	Hold	1,017	–	–	﹤0.01%	2792
2025 Q3	$20.9K	Hold	1,017	–	–	﹤0.01%	2681
2025 Q2	$20.8K	Hold	1,017	–	–	﹤0.01%	2488
2025 Q1	$20.6K	Hold	1,017	–	–	﹤0.01%	2064
2024 Q4	$20.1K	Hold	1,017	–	–	﹤0.01%	2101
2024 Q3	$21.2K	Hold	1,017	–	–	﹤0.01%	1874
2024 Q2	$20.5K	Hold	1,017	–	–	﹤0.01%	1870
2024 Q1	$20.5K	Hold	1,017	–	–	﹤0.01%	1762
2023 Q4	$20.9K	Buy	+1,017	New	+$20.1K	﹤0.01%	1627

Other funds holding IBTL

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Allworth Financial's IBTL Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5,963% in Q2 2026, buying an estimated $1.23M and bringing the position to 61,664 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #666.

Allworth Financial first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Allworth Financial held 61,664 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.24M as of Q2 2026.
Allworth Financial bought 60,647 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $1.23M.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #666 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.