GWM
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Gilpin Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Gilpin Wealth Management’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 		$2.77K Hold
142
– – ﹤0.01% 548
2026
Q2 		$2.87K Hold
142
– – ﹤0.01% 413
2026
Q1 		$2.9K Hold
142
– – ﹤0.01% 399
2025
Q4 		$2.92K Buy
+142
New +$2.93K ﹤0.01% 373

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Gilpin Wealth Management's IBTL Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q3 2026 at 142 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Gilpin Wealth Management first reported a position in IBTL in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.92K in Q4 2025. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Gilpin Wealth Management held 142 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $2.77K as of Q3 2026.
  • Gilpin Wealth Management left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #548 holding.
  • Gilpin Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.92K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.