LAM
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L2 Asset Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

L2 Asset 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 		$1.32M Buy
64,688
+5,313
+9% +$109K 0.13% 139
2025
Q4 		$1.22M Buy
59,375
+3,194
+6% +$65.8K 0.16% 117
2025
Q3 		$1.16M Buy
+56,181
New +$1.15M 0.17% 118

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

L2 Asset Management's IBTL Position: Q1 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 8.9% in Q1 2026, buying an estimated $109K and bringing the position to 64,688 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #139.

L2 Asset Management first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • L2 Asset Management held 64,688 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.32M as of Q1 2026.
  • L2 Asset Management bought 5,313 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $109K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.13% of L2 Asset Management's portfolio in Q1 2026, its #139 holding.
  • L2 Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.