LPL Financial
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LPL Financial’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

LPL 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
Q1 		$1.97M Buy
96,475
+30,320
+46% +$622K ﹤0.01% 3528
2025
Q4 		$1.36M Sell
66,155
-18,644
-22% -$384K ﹤0.01% 3760
2025
Q3 		$1.74M Buy
84,799
+3,834
+5% +$78.4K ﹤0.01% 3444
2025
Q2 		$1.66M Sell
80,965
-48,954
-38% -$992K ﹤0.01% 3299
2025
Q1 		$2.64M Sell
129,919
-20,716
-14% -$414K ﹤0.01% 2704
2024
Q4 		$2.98M Buy
150,635
+3,101
+2% +$62.4K ﹤0.01% 2501
2024
Q3 		$3.07M Sell
147,534
-3,608
-2% -$74.1K ﹤0.01% 2356
2024
Q2 		$3.02M Buy
151,142
+16,618
+12% +$329K ﹤0.01% 2253
2024
Q1 		$2.71M Buy
134,524
+5,804
+5% +$117K ﹤0.01% 2272
2023
Q4 		$2.64M Buy
128,720
+32,724
+34% +$646K ﹤0.01% 2171
2023
Q3 		$1.88M Buy
95,996
+9,154
+11% +$184K ﹤0.01% 2346
2023
Q2 		$1.79M Buy
86,842
+18,853
+28% +$395K ﹤0.01% 2348
2023
Q1 		$1.44M Buy
+67,989
New +$1.42M ﹤0.01% 2448

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $3.1B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return