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

Community Financial Services 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 		$825K Buy
+41,068
New +$831K 0.12% 74

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

Community Financial Services Group's IBTL Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 41,068 shares worth $825K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings.

133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Community Financial Services Group held 41,068 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $825K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.12% of Community Financial Services Group's portfolio in Q2 2026, its #74 holding.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.