Eight 31 Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Eight 31 Financial’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	$1.38M	Buy	68,555 +3,377	+5%	+$68.3K	0.82%	25
2026 Q1	$1.33M	Buy	65,178 +960	+1%	+$19.7K	0.8%	25
2025 Q4	$1.32M	Sell	64,218 -4,698	-7%	-$96.8K	0.72%	24
2025 Q3	$1.42M	Buy	68,916 +16,380	+31%	+$335K	0.8%	24
2025 Q2	$1.08M	Sell	52,536 -16,833	-24%	-$341K	0.71%	28
2025 Q1	$1.41M	Buy	+69,369	New	+$1.39M	0.9%	26

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

Eight 31 Financial's IBTL Position: Q2 2026 in Review

Eight 31 Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5.2% in Q2 2026, buying an estimated $68.3K and bringing the position to 68,555 shares worth $1.38M. The position accounts for 0.82% of the portfolio, ranked #25.

Eight 31 Financial first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.42M in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Eight 31 Financial held 68,555 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.38M as of Q2 2026.
Eight 31 Financial bought 3,377 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $68.3K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.82% of Eight 31 Financial's portfolio in Q2 2026, its #25 holding.
Eight 31 Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Eight 31 Financial's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.42M in Q3 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.