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

Choreo LLC’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 Q3	$4.08M	Buy	+209,692	New	+$4.17M	0.04%	264

Other funds holding IBTL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Choreo LLC's IBTL Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2026: 209,692 shares worth $4.08M. The stake represents 0.04% of the portfolio and ranks #264 among its holdings.

77 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

Choreo LLC held 209,692 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.08M as of Q3 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.04% of Choreo LLC's portfolio in Q3 2026, its #264 holding.
77 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.