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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
Q2 		$85.4K Hold
4,230
– – 0.02% 189
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 $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

JPL Wealth Management's IBTL Position: Q2 2026 in Review

JPL Wealth Management held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 4,230 shares worth $85.4K. The position accounts for 0.02% of the portfolio, ranked #189.

JPL Wealth Management first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $87K in Q3 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • JPL Wealth Management held 4,230 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $85.4K as of Q2 2026.
  • JPL Wealth Management left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #189 holding.
  • JPL Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $87K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.