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Jaffetilchin Investment Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Jaffetilchin Investment 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
Q1 		$274K Buy
13,450
+82
+0.6% +$1.68K 0.02% 382
2025
Q4 		$274K Buy
13,368
+172
+1% +$3.54K 0.02% 380
2025
Q3 		$271K Buy
13,196
+132
+1% +$2.7K 0.02% 378
2025
Q2 		$268K Buy
13,064
+131
+1% +$2.65K 0.02% 364
2025
Q1 		$263K Buy
+12,933
New +$258K 0.02% 345

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jaffetilchin Investment Partners's IBTL Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 0.61% in Q1 2026, buying an estimated $1.68K and bringing the position to 13,450 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #382.

Jaffetilchin Investment Partners first reported a position in IBTL in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Jaffetilchin Investment Partners held 13,450 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $274K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 82 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $1.68K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #382 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Jaffetilchin Investment Partners's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $274K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.