Equitable Holdings’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Equitable Holdings’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	–	Sell	-33,047	Closed	-$678K	–	1724
2025 Q4	$678K	Sell	33,047 -119,934	-78%	-$2.47M	﹤0.01%	1008
2025 Q3	$3.15M	Sell	152,981 -27,019	-15%	-$553K	0.02%	475
2025 Q2	$3.69M	Buy	180,000 +1,251	+0.7%	+$25.3K	0.03%	398
2025 Q1	$3.63M	Buy	178,749 +31,899	+22%	+$637K	0.03%	365
2024 Q4	$2.91M	Sell	146,850 -22,163	-13%	-$446K	0.03%	393
2024 Q3	$3.52M	Sell	169,013 -165,171	-49%	-$3.39M	0.03%	352
2024 Q2	$6.67M	Buy	334,184 +3,418	+1%	+$67.7K	0.07%	214
2024 Q1	$6.67M	Buy	330,766 +64,959	+24%	+$1.31M	0.08%	196
2023 Q4	$5.46M	Buy	265,807 +113,287	+74%	+$2.24M	0.07%	206
2023 Q3	$2.98M	Buy	+152,520	New	+$3.07M	0.04%	280

Other funds holding IBTL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Equitable Holdings's IBTL Position: Q1 2026 in Review

Equitable Holdings sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026, closing a stake of 33,047 shares — an estimated $678K sold.

Equitable Holdings first reported a position in IBTL in Q3 2023 and held it in 10 quarters. The position peaked at $6.67M in Q2 2024. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Equitable Holdings reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
Equitable Holdings sold 33,047 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $678K.
Equitable Holdings first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2023 and held it in 10 quarters.
Equitable Holdings's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $6.67M in Q2 2024.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.