Commonwealth Equity Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Commonwealth Equity Services’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	$639K	Sell	31,626 -2,582	-8%	-$52.2K	﹤0.01%	3116
2026 Q1	$698K	Buy	34,208 +6,132	+22%	+$126K	﹤0.01%	2916
2025 Q4	$576K	Sell	28,076 -1,039	-4%	-$21.4K	﹤0.01%	3062
2025 Q3	$599K	Buy	29,115 +74	+0.3%	+$1.51K	﹤0.01%	3029
2025 Q2	$595K	Buy	29,041 +531	+2%	+$10.8K	﹤0.01%	3015
2025 Q1	$580K	Sell	28,510 -963	-3%	-$19.2K	﹤0.01%	2922
2024 Q4	$584K	Buy	29,473 +4,106	+16%	+$82.7K	﹤0.01%	2842
2024 Q3	$528K	Buy	25,367 +657	+3%	+$13.5K	﹤0.01%	2855
2024 Q2	$493K	Buy	24,710 +1,198	+5%	+$23.7K	﹤0.01%	2845
2024 Q1	$474K	Buy	23,512 +27	+0.1%	+$546	﹤0.01%	2863
2023 Q4	$482K	Buy	+23,485	New	+$464K	﹤0.01%	2743

Other funds holding IBTL

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Commonwealth Equity Services's IBTL Position: Q2 2026 in Review

Commonwealth Equity Services reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 7.5% in Q2 2026, selling an estimated $52.2K and leaving 31,626 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Commonwealth Equity Services first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. The position peaked at $698K in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Commonwealth Equity Services held 31,626 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $639K as of Q2 2026.
Commonwealth Equity Services sold 2,582 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $52.2K.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3116 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $698K in Q1 2026.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.