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JPL Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

JPL Wealth Management’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 		$86.3K Buy
+4,230
New +$86.8K 0.02% 169
2025
Q4 		– Sell
-4,230
Closed -$87K – 585
2025
Q3 		$87K Buy
+4,230
New +$86.5K 0.02% 184

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

JPL Wealth Management's IBTL Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026: 4,230 shares worth $86.3K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IBTL as recently as Q3 2025.

JPL Wealth Management first reported a position in IBTL in Q3 2025 and has held it in 2 quarters since. The position peaked at $87K in Q3 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • JPL Wealth Management held 4,230 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $86.3K as of Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #169 holding.
  • JPL Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $87K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.