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

MKT 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
2026 Q3	$344K	Buy	+17,631	New	+$351K	0.11%	106

Other funds holding IBTL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

MKT Advisors's IBTL Position: Q3 2026 in Review

MKT Advisors opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q3 2026: 17,631 shares worth $344K. The stake represents 0.11% of the portfolio and ranks #106 among its holdings.

50 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

MKT Advisors held 17,631 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $344K as of Q3 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new MKT Advisors position in Q3 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.11% of MKT Advisors's portfolio in Q3 2026, its #106 holding.
50 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.