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 Q2	$1.34M	Buy	66,158 +1,470	+2%	+$29.7K	0.14%	144
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 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 $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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

L2 Asset Management's IBTL Position: Q2 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 2.3% in Q2 2026, buying an estimated $29.7K and bringing the position to 66,158 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #144.

L2 Asset Management first reported a position in IBTL in Q3 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

L2 Asset Management held 66,158 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.34M as of Q2 2026.
L2 Asset Management bought 1,470 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $29.7K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.14% of L2 Asset Management's portfolio in Q2 2026, its #144 holding.
L2 Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
134 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.