IFP Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

IFP 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 Q2	$513K	Buy	25,406 +3,548	+16%	+$71.8K	0.01%	1029
2026 Q1	$446K	Buy	21,858 +746	+4%	+$15.3K	0.01%	1016
2025 Q4	$433K	Sell	21,112 -3,976	-16%	-$81.9K	0.01%	993
2025 Q3	$516K	Sell	25,088 -65,395	-72%	-$1.34M	0.01%	852
2025 Q2	$1.85M	Sell	90,483 -3,868	-4%	-$78.3K	0.05%	368
2025 Q1	$1.92M	Buy	94,351 +9,064	+11%	+$181K	0.06%	361
2024 Q4	$1.69M	Sell	85,287 -1,985	-2%	-$40K	0.06%	372
2024 Q3	$1.82M	Buy	87,272 +50,386	+137%	+$1.03M	0.07%	323
2024 Q2	$737K	Buy	+36,886	New	+$731K	0.03%	526

Other funds holding IBTL

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

IFP Advisors's IBTL Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 16% in Q2 2026, buying an estimated $71.8K and bringing the position to 25,406 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1029.

IFP Advisors first reported a position in IBTL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.92M in Q1 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

IFP Advisors held 25,406 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $513K as of Q2 2026.
IFP Advisors bought 3,548 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $71.8K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1029 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
IFP Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.92M in Q1 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.