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

Mutual 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
2025
Q1 		– Sell
-17,802
Closed -$352K – 1126
2024
Q4 		$352K Buy
17,802
+479
+3% +$9.64K 0.01% 839
2024
Q3 		$351K Buy
17,323
+32
+0.2% +$657 0.01% 832
2024
Q2 		$350K Buy
+17,291
New +$343K 0.01% 832

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Mutual Advisors's IBTL Position: Q1 2025 in Review

Mutual Advisors sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2025, closing a stake of 17,802 shares — an estimated $352K sold.

Mutual Advisors first reported a position in IBTL in Q2 2024 and held it in 3 quarters. The position peaked at $352K in Q4 2024. 88 funds tracked by Wall St. Rank hold IBTL as of Q1 2025.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 17,802 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2025, an estimated $352K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Mutual Advisors's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $352K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.