HWA
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Heartwood Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Heartwood Wealth Advisors’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 		$9.67M Buy
+496,439
New +$9.88M 0.76% 29

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Heartwood Wealth Advisors's IBTL Position: Q3 2026 in Review

Heartwood Wealth Advisors opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2026: 496,439 shares worth $9.67M. The stake represents 0.76% of the portfolio and ranks #29 among its holdings.

3 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Heartwood Wealth Advisors held 496,439 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $9.67M as of Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Heartwood Wealth Advisors position in Q3 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.76% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.