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

Moulton 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 		$995K Sell
49,511
-57,160
-54% -$1.16M 0.65% 31
2026
Q1 		$2.17M Buy
+106,671
New +$2.19M 1.48% 17

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

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

Moulton Wealth Management reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 54% in Q2 2026, selling an estimated $1.16M and leaving 49,511 shares worth $995K. The position accounts for 0.65% of the portfolio, ranked #31.

Moulton Wealth Management first reported a position in IBTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.17M in Q1 2026. 20 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Moulton Wealth Management held 49,511 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $995K as of Q2 2026.
  • Moulton Wealth Management sold 57,160 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $1.16M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.65% of Moulton Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Moulton Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Moulton Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.17M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.