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
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 $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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cerity Partners's IBTL Position: Q1 2026 in Review

Cerity Partners increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 34% in Q1 2026, buying an estimated $174K and bringing the position to 33,222 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

Cerity Partners first reported a position in IBTL in Q4 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Cerity Partners held 33,222 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $678K as of Q1 2026.
  • Cerity Partners bought 8,457 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $174K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2098 holding.
  • Cerity Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

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