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Jim Saulnier & Associates’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Jim Saulnier & Associates’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 		$676K Buy
33,505
+2,059
+7% +$41.7K 0.27% 68
2026
Q1 		$641K Buy
31,446
+9,831
+45% +$202K 0.31% 71
2025
Q4 		$444K Buy
21,615
+9,201
+74% +$190K 0.23% 86
2025
Q3 		$255K Buy
12,414
+852
+7% +$17.4K 0.14% 120
2025
Q2 		$237K Buy
11,562
+115
+1% +$2.33K 0.16% 102
2025
Q1 		$233K Buy
+11,447
New +$229K 0.18% 96

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

Jim Saulnier & Associates's IBTL Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.5% in Q2 2026, buying an estimated $41.7K and bringing the position to 33,505 shares worth $676K. The position accounts for 0.27% of the portfolio, ranked #68.

Jim Saulnier & Associates first reported a position in IBTL in Q1 2025 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Jim Saulnier & Associates held 33,505 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $676K as of Q2 2026.
  • Jim Saulnier & Associates bought 2,059 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $41.7K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.27% of Jim Saulnier & Associates's portfolio in Q2 2026, its #68 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.