LPL Financial
IBTL icon

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
Q2 		$1.87M Sell
92,600
-3,875
-4% -$78.4K ﹤0.01% 3819
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 $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

LPL Financial's IBTL Position: Q2 2026 in Review

LPL Financial reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 4% in Q2 2026, selling an estimated $78.4K and leaving 92,600 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #3819.

LPL Financial first reported a position in IBTL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.07M in Q3 2024. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • LPL Financial held 92,600 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.87M as of Q2 2026.
  • LPL Financial sold 3,875 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $78.4K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3819 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $3.07M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.