Modern Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Modern Wealth 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 Q2	$544K	Buy	+26,952	New	+$545K	0.01%	693

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

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

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

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

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

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

Modern Wealth Management's IBTL Position: Q2 2026 in Review

Modern Wealth Management opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 26,952 shares worth $544K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings.

133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Modern Wealth Management held 26,952 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $544K as of Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #693 holding.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.