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Cliff Asness’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Cliff Asness’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 		$598K Buy
29,637
+6,000
+25% +$121K ﹤0.01% 3300
2026
Q1 		$482K Hold
23,637
– – ﹤0.01% 3144
2025
Q4 		$485K Hold
23,637
– – ﹤0.01% 2929
2025
Q3 		$486K Buy
+23,637
New +$484K ﹤0.01% 2828

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

Cliff Asness's IBTL Position: Q2 2026 in Review

Cliff Asness increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 29,637 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #3300.

Cliff Asness first reported a position in IBTL in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Cliff Asness held 29,637 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $598K as of Q2 2026.
  • Cliff Asness bought 6,000 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $121K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3300 holding.
  • Cliff Asness first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.