KF
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Krilogy Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Krilogy Financial’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 		$15.2M Buy
753,026
+47,586
+7% +$963K 0.45% 43
2026
Q1 		$14.4M Buy
705,440
+27,297
+4% +$560K 0.46% 44
2025
Q4 		$13.9M Buy
678,143
+29,126
+4% +$600K 0.47% 43
2025
Q3 		$13.3M Buy
649,017
+77,474
+14% +$1.59M 0.5% 42
2025
Q2 		$11.7M Sell
571,543
-4,848
-0.8% -$98.2K 0.67% 38
2025
Q1 		$11.7M Buy
576,391
+86,197
+18% +$1.72M 0.76% 36
2024
Q4 		$9.71M Sell
490,194
-24,206
-5% -$487K 0.65% 40
2024
Q3 		$10.7M Buy
514,400
+13,039
+3% +$268K 0.74% 37
2024
Q2 		$10M Sell
501,361
-32,562
-6% -$645K 0.74% 37
2024
Q1 		$10.8M Buy
533,923
+17,493
+3% +$354K 0.83% 28
2023
Q4 		$10.6M Buy
516,430
+40,726
+9% +$805K 0.9% 28
2023
Q3 		$9.31M Sell
475,704
-123,555
-21% -$2.49M 0.85% 26
2023
Q2 		$12.3M Buy
599,259
+16,251
+3% +$341K 1.11% 20
2023
Q1 		$12.3M Buy
583,008
+568,854
+4,019% +$11.9M 1.03% 21
2022
Q4 		$289K Sell
14,154
-20,265
-59% -$415K 0.03% 327
2022
Q3 		$707K Buy
34,419
+531
+2% +$11.5K 0.08% 158
2022
Q2 		$741K Sell
33,888
-12,611
-27% -$276K 0.09% 158
2022
Q1 		$1.07M Buy
+46,499
New +$1.11M 0.11% 128

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Krilogy Financial's IBTL Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 6.7% in Q2 2026, buying an estimated $963K and bringing the position to 753,026 shares worth $15.2M. The position accounts for 0.45% of the portfolio, ranked #43.

Krilogy Financial first reported a position in IBTL in Q1 2022 and has held it in 18 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Krilogy Financial held 753,026 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $15.2M as of Q2 2026.
  • Krilogy Financial bought 47,586 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $963K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.45% of Krilogy Financial's portfolio in Q2 2026, its #43 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.