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
Q3 		$15.9M Buy
814,934
+61,908
+8% +$1.23M 0.43% 44
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Krilogy Financial's IBTL Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 8.2% in Q3 2026, buying an estimated $1.23M and bringing the position to 814,934 shares worth $15.9M. The position accounts for 0.43% of the portfolio, ranked #44.

Krilogy Financial first reported a position in IBTL in Q1 2022 and has held it in 19 quarters since. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Krilogy Financial held 814,934 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $15.9M as of Q3 2026.
  • Krilogy Financial bought 61,908 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $1.23M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.43% of Krilogy Financial's portfolio in Q3 2026, its #44 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2022 and has held it in 19 quarters since.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.