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

Foronjy 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	$6.82M	Buy	337,588 +21,092	+7%	+$427K	2.5%	16
2026 Q1	$6.46M	Buy	316,496 +8,061	+3%	+$165K	2.68%	15
2025 Q4	$6.33M	Buy	308,435 +15,986	+5%	+$329K	2.64%	15
2025 Q3	$6.02M	Buy	292,449 +32,563	+13%	+$666K	2.64%	14
2025 Q2	$5.33M	Buy	+259,886	New	+$5.26M	2.49%	16

Other funds holding IBTL

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Foronjy Financial's IBTL Position: Q2 2026 in Review

Foronjy Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.7% in Q2 2026, buying an estimated $427K and bringing the position to 337,588 shares worth $6.82M. The position accounts for 2.5% of the portfolio, ranked #16.

Foronjy Financial first reported a position in IBTL in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Foronjy Financial held 337,588 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $6.82M as of Q2 2026.
Foronjy Financial bought 21,092 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $427K.
iShares iBonds Dec 2031 Term Treasury ETF made up 2.5% of Foronjy Financial's portfolio in Q2 2026, its #16 holding.
Foronjy Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.