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Harbour Investments’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Harbour Investments’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 		$376K Buy
18,633
+1,997
+12% +$40.4K 0.01% 1264
2026
Q1 		$339K Sell
16,636
-1,858
-10% -$38.1K 0.01% 1243
2025
Q4 		$380K Buy
18,494
+5,273
+40% +$109K 0.01% 972
2025
Q3 		$272K Buy
13,221
+132
+1% +$2.7K 0.01% 1106
2025
Q2 		$268K Buy
13,089
+4,494
+52% +$91K 0.01% 1043
2025
Q1 		$175K Buy
+8,595
New +$172K 0.01% 1156

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Harbour Investments's IBTL Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 12% in Q2 2026, buying an estimated $40.4K and bringing the position to 18,633 shares worth $376K. The position accounts for 0.01% of the portfolio, ranked #1264.

Harbour Investments first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. The position peaked at $380K in Q4 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Harbour Investments held 18,633 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $376K as of Q2 2026.
  • Harbour Investments bought 1,997 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $40.4K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1264 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Harbour Investments's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $380K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.