Keeler Thomas Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Keeler Thomas 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	–	Sell	-14,221	Closed	-$290K	–	144
2026 Q1	$290K	Sell	14,221 -77,309	-84%	-$1.59M	0.12%	108
2025 Q4	$1.88M	Buy	91,530 +961	+1%	+$19.8K	0.9%	34
2025 Q3	$1.86M	Buy	90,569 +1,673	+2%	+$34.2K	0.76%	36
2025 Q2	$1.82M	Buy	88,896 +17,202	+24%	+$348K	0.78%	34
2025 Q1	$1.46M	Buy	+71,694	New	+$1.43M	0.71%	48

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

Keeler Thomas Management's IBTL Position: Q2 2026 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026, closing a stake of 14,221 shares — an estimated $290K sold.

Keeler Thomas Management first reported a position in IBTL in Q1 2025 and held it in 5 quarters. The position peaked at $1.88M in Q4 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Keeler Thomas Management reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Keeler Thomas Management sold 14,221 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $290K.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and held it in 5 quarters.
Keeler Thomas Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $1.88M in Q4 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.