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Great Diamond Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Great Diamond Partners’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 		$443K Buy
22,765
+4,346
+24% +$86.5K 0.07% 178
2026
Q2 		$372K Buy
18,419
+5,770
+46% +$117K 0.06% 194
2026
Q1 		$258K Buy
+12,649
New +$260K 0.05% 209

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

Great Diamond Partners's IBTL Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 24% in Q3 2026, buying an estimated $86.5K and bringing the position to 22,765 shares worth $443K. The position accounts for 0.07% of the portfolio, ranked #178.

Great Diamond Partners first reported a position in IBTL in Q1 2026 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Great Diamond Partners held 22,765 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $443K as of Q3 2026.
  • Great Diamond Partners bought 4,346 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $86.5K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.07% of Great Diamond Partners's portfolio in Q3 2026, its #178 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.