MWM
IBTL icon

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
Q3 		$912K Sell
46,875
-2,636
-5% -$52.5K 0.62% 37
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 $5.97B AUM 5.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Moulton Wealth Management's IBTL Position: Q3 2026 in Review

Moulton Wealth Management reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5.3% in Q3 2026, selling an estimated $52.5K and leaving 46,875 shares worth $912K. The position accounts for 0.62% of the portfolio, ranked #37.

Moulton Wealth Management first reported a position in IBTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.17M in Q1 2026. 16 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Moulton Wealth Management held 46,875 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $912K as of Q3 2026.
  • Moulton Wealth Management sold 2,636 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $52.5K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.62% of Moulton Wealth Management's portfolio in Q3 2026, its #37 holding.
  • Moulton Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Moulton Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $2.17M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.