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Clayton Financial Group’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Clayton Financial Group’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 		$24.4K Buy
+1,251
New +$24.9K 0.01% 148
2026
Q2 		– Sell
-1,143
Closed -$23.3K – 304
2026
Q1 		$23.3K Buy
1,143
+53
+5% +$1.09K 0.01% 178
2025
Q4 		$22.4K Buy
+1,090
New +$22.5K 0.01% 181

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Clayton Financial Group's IBTL Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2026: 1,251 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IBTL as recently as Q1 2026.

Clayton Financial Group first reported a position in IBTL in Q4 2025 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Clayton Financial Group held 1,251 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $24.4K as of Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Clayton Financial Group's portfolio in Q3 2026, its #148 holding.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.