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
Q2 		$1.18M Buy
58,450
+1,006
+2% +$20.4K ﹤0.01% 299
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 $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 $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 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 22.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

Financial Engines Advisors's IBTL Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 58,450 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Financial Engines Advisors first reported a position in IBTL in Q4 2023 and has held it in 11 quarters since. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Financial Engines Advisors held 58,450 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.18M as of Q2 2026.
  • Financial Engines Advisors bought 1,006 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $20.4K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #299 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.