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

Ameriprise’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 Q1	$13.3M	Buy	652,473 +177,623	+37%	+$3.64M	﹤0.01%	1708
2025 Q4	$9.75M	Sell	474,850 -20,593	-4%	-$424K	﹤0.01%	1932
2025 Q3	$10.2M	Buy	495,443 +141,988	+40%	+$2.91M	﹤0.01%	1897
2025 Q2	$7.25M	Sell	353,455 -173,134	-33%	-$3.51M	﹤0.01%	2060
2025 Q1	$10.7M	Buy	526,589 +9,547	+2%	+$191K	﹤0.01%	1716
2024 Q4	$10.2M	Buy	517,042 +254,145	+97%	+$5.12M	﹤0.01%	1785
2024 Q3	$5.48M	Buy	262,897 +197,294	+301%	+$4.05M	﹤0.01%	2312
2024 Q2	$1.31M	Buy	+65,603	New	+$1.3M	﹤0.01%	3044
2024 Q1	–	Sell	-42,757	Closed	-$1.75M	–	3912
2023 Q4	$1.75M	Sell	42,757 -43,279	-50%	-$855K	﹤0.01%	2936
2023 Q3	$1.68M	Buy	+86,036	New	+$1.73M	﹤0.01%	2905

Other funds holding IBTL

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Ameriprise's IBTL Position: Q1 2026 in Review

Ameriprise increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 37% in Q1 2026, buying an estimated $3.64M and bringing the position to 652,473 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1708.

Ameriprise first reported a position in IBTL in Q3 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Ameriprise held 652,473 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $13.3M as of Q1 2026.
Ameriprise bought 177,623 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $3.64M.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1708 holding.
Ameriprise first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2023 and has held it in 10 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.