Cerity Partners
IBTL icon

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

Cerity Partners’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 		$656K Sell
32,467
-755
-2% -$15.3K ﹤0.01% 2260
2026
Q1 		$678K Buy
33,222
+8,457
+34% +$174K ﹤0.01% 2098
2025
Q4 		$508K Buy
24,765
+687
+3% +$14.2K ﹤0.01% 2099
2025
Q3 		$495K Buy
24,078
+4,859
+25% +$99.4K ﹤0.01% 1979
2025
Q2 		$394K Sell
19,219
-86
-0.4% -$1.74K ﹤0.01% 2002
2025
Q1 		$392K Buy
19,305
+3
+0% +$60 ﹤0.01% 1895
2024
Q4 		$382K Buy
+19,302
New +$389K ﹤0.01% 1914

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 $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 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 22.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

Cerity Partners's IBTL Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.3% in Q2 2026, selling an estimated $15.3K and leaving 32,467 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #2260.

Cerity Partners first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $678K in Q1 2026. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Cerity Partners held 32,467 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $656K as of Q2 2026.
  • Cerity Partners sold 755 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $15.3K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2260 holding.
  • Cerity Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Cerity Partners's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $678K in Q1 2026.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.