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 Q3	$6.75M	Buy	346,653 +9,065	+3%	+$180K	2.37%	17
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Foronjy Financial's IBTL Position: Q3 2026 in Review

Foronjy Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.7% in Q3 2026, buying an estimated $180K and bringing the position to 346,653 shares worth $6.75M. The position accounts for 2.37% of the portfolio, ranked #17.

Foronjy Financial first reported a position in IBTL in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.82M in Q2 2026. 53 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

Foronjy Financial held 346,653 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $6.75M as of Q3 2026.
Foronjy Financial bought 9,065 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $180K.
iShares iBonds Dec 2031 Term Treasury ETF made up 2.37% of Foronjy Financial's portfolio in Q3 2026, its #17 holding.
Foronjy Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Foronjy Financial's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $6.82M in Q2 2026.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.