Envestnet Asset Management
IBTL icon

Envestnet Asset Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Envestnet Asset Management’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
Q1 		$17.5M Buy
857,874
+453,263
+112% +$9.3M ﹤0.01% 1434
2025
Q4 		$8.3M Buy
404,611
+159,435
+65% +$3.29M ﹤0.01% 1821
2025
Q3 		$5.04M Buy
245,176
+85,124
+53% +$1.74M ﹤0.01% 2235
2025
Q2 		$3.28M Buy
160,052
+69,284
+76% +$1.4M ﹤0.01% 2494
2025
Q1 		$1.85M Buy
90,768
+57,774
+175% +$1.15M ﹤0.01% 2789
2024
Q4 		$653K Sell
32,994
-4,991
-13% -$100K ﹤0.01% 3431
2024
Q3 		$791K Buy
37,985
+1,751
+5% +$36K ﹤0.01% 3268
2024
Q2 		$724K Buy
36,234
+2,803
+8% +$55.5K ﹤0.01% 3236
2024
Q1 		$674K Buy
33,431
+2,863
+9% +$57.9K ﹤0.01% 3263
2023
Q4 		$628K Buy
30,568
+10,542
+53% +$208K ﹤0.01% 3204
2023
Q3 		$392K Buy
20,026
+3,862
+24% +$77.7K ﹤0.01% 3379
2023
Q2 		$333K Buy
+16,164
New +$339K ﹤0.01% 3430

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Asset Management's IBTL Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 112% in Q1 2026, buying an estimated $9.3M and bringing the position to 857,874 shares worth $17.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Envestnet Asset Management first reported a position in IBTL in Q2 2023 and has held it in 12 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Envestnet Asset Management held 857,874 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $17.5M as of Q1 2026.
  • Envestnet Asset Management bought 453,263 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $9.3M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1434 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2023 and has held it in 12 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.