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Logan Capital Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Logan Capital 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 		$13.8K Buy
+682
New +$13.8K ﹤0.01% 341
2025
Q4 		– Sell
-334
Closed -$6.87K – 362
2025
Q3 		$6.87K Buy
334
+30
+10% +$614 ﹤0.01% 366
2025
Q2 		$6.23K Hold
304
– – ﹤0.01% 365
2025
Q1 		$6.18K Hold
304
– – ﹤0.01% 446
2024
Q4 		$6.01K Hold
304
– – ﹤0.01% 425
2024
Q3 		$6.33K Buy
+304
New +$6.24K ﹤0.01% 414

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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

Logan Capital Management's IBTL Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 682 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBTL as recently as Q3 2025.

Logan Capital Management first reported a position in IBTL in Q3 2024 and has held it in 6 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Logan Capital Management held 682 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $13.8K as of Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Logan Capital Management position in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #341 holding.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.