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

AssetMark Inc’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 		$1.94K Buy
+96
New +$1.94K ﹤0.01% 2975

Other funds holding IBTL

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

AssetMark Inc's IBTL Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 96 shares worth $1.94K. The stake represents ﹤0.01% of the portfolio and ranks #2975 among its holdings.

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

  • AssetMark Inc held 96 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.94K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new AssetMark Inc position in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2975 holding.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.