Financial Engines Advisors
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Financial Engines Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Financial Engines Advisors’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 		$1.17M Buy
57,444
+890
+2% +$18.3K ﹤0.01% 286
2025
Q4 		$1.16M Buy
56,554
+16,693
+42% +$344K ﹤0.01% 296
2025
Q3 		$820K Buy
39,861
+12
+0% +$246 ﹤0.01% 332
2025
Q2 		$817K Sell
39,849
-444
-1% -$8.99K ﹤0.01% 315
2025
Q1 		$819K Buy
40,293
+13,195
+49% +$264K ﹤0.01% 278
2024
Q4 		$537K Buy
27,098
+9,769
+56% +$197K ﹤0.01% 321
2024
Q3 		$361K Buy
17,329
+764
+5% +$15.7K ﹤0.01% 313
2024
Q2 		$331K Buy
16,565
+217
+1% +$4.3K ﹤0.01% 296
2024
Q1 		$330K Buy
16,348
+5,828
+55% +$118K ﹤0.01% 280
2023
Q4 		$216K Buy
+10,520
New +$208K ﹤0.01% 300

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 $1.05B 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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.11B AUM 20.67% 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

Financial Engines Advisors's IBTL Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.6% in Q1 2026, buying an estimated $18.3K and bringing the position to 57,444 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Financial Engines Advisors first reported a position in IBTL in Q4 2023 and has held it in 10 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Financial Engines Advisors held 57,444 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.17M as of Q1 2026.
  • Financial Engines Advisors bought 890 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $18.3K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #286 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.