McIlrath & Eck’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

McIlrath & Eck’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	$52.3K	Buy	+2,566	New	+$52.7K	﹤0.01%	525

Other funds holding IBTL

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

McIlrath & Eck's IBTL Position: Q1 2026 in Review

McIlrath & Eck opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026: 2,566 shares worth $52.3K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings.

128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

McIlrath & Eck held 2,566 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $52.3K as of Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new McIlrath & Eck position in Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #525 holding.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.