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Golden State Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Golden State 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
2025
Q3 		– Sell
-10
Closed -$205 – 1680
2025
Q2 		$208 Hold
10
– – ﹤0.01% 1526
2025
Q1 		$204 Sell
10
-333
-97% -$6.65K ﹤0.01% 1549
2024
Q4 		$6.81K Buy
+343
New +$6.91K ﹤0.01% 1050

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Golden State Wealth Management's IBTL Position: Q3 2025 in Review

Golden State Wealth Management sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2025, closing a stake of 10 shares — an estimated $205 sold.

Golden State Wealth Management first reported a position in IBTL in Q4 2024 and held it in 3 quarters. The position peaked at $6.81K in Q4 2024. 109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

  • Golden State Wealth Management reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 10 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2025, an estimated $205.
  • Golden State Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and held it in 3 quarters.
  • Golden State Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $6.81K in Q4 2024.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

Based on Golden State Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.