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Lowe Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Lowe Wealth Advisors’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
2025
Q3 		$41.1K Sell
2,000
-2,250
-53% -$46K 0.02% 157
2025
Q2 		$87.1K Hold
4,250
– – 0.03% 104
2025
Q1 		$86.4K Buy
+4,250
New +$84.9K 0.04% 99

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Lowe Wealth Advisors's IBTL Position: Q3 2025 in Review

Lowe Wealth Advisors reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 53% in Q3 2025, selling an estimated $46K and leaving 2,000 shares worth $41.1K. The position accounts for 0.02% of the portfolio, ranked #157.

Lowe Wealth Advisors first reported a position in IBTL in Q1 2025 and has held it in 3 quarters since. The position peaked at $87.1K in Q2 2025. 109 funds tracked by Wall St. Rank hold IBTL as of Q3 2025.

  • Lowe Wealth Advisors held 2,000 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $41.1K as of Q3 2025.
  • Lowe Wealth Advisors sold 2,250 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2025, an estimated $46K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #157 holding.
  • Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Lowe Wealth Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $87.1K in Q2 2025.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.