DADC
IBTL icon

D.A. Davidson & Co’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

D.A. Davidson & Co’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 		$2.7M Buy
133,676
+27,126
+25% +$549K 0.01% 643
2026
Q1 		$2.17M Buy
106,550
+76,080
+250% +$1.56M 0.01% 675
2025
Q4 		$625K Buy
+30,470
New +$628K ﹤0.01% 1057

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

D.A. Davidson & Co's IBTL Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 25% in Q2 2026, buying an estimated $549K and bringing the position to 133,676 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #643.

D.A. Davidson & Co first reported a position in IBTL in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • D.A. Davidson & Co held 133,676 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $2.7M as of Q2 2026.
  • D.A. Davidson & Co bought 27,126 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $549K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #643 holding.
  • D.A. Davidson & Co first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.