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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
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

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 $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
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 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Clayton Financial Group's IBTL Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026, closing a stake of 1,143 shares — an estimated $23.3K sold.

Clayton Financial Group first reported a position in IBTL in Q4 2025 and held it in 2 quarters. The position peaked at $23.3K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,143 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $23.3K.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $23.3K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.