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

MAI 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
Q1 		$40.8K Hold
2,000
– – ﹤0.01% 2362
2025
Q4 		$41K Buy
+2,000
New +$41.2K ﹤0.01% 2122

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
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 $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MAI Capital Management's IBTL Position: Q1 2026 in Review

MAI Capital Management held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q1 2026 at 2,000 shares worth $40.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2362.

MAI Capital Management first reported a position in IBTL in Q4 2025 and has held it in 2 quarters since. The position peaked at $41K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • MAI Capital Management held 2,000 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $40.8K as of Q1 2026.
  • MAI Capital Management left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2362 holding.
  • MAI Capital Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • MAI Capital Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $41K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.