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

NewEdge 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
Q1 		$13M Buy
638,564
+30,220
+5% +$620K 0.05% 377
2025
Q4 		$12.5M Buy
608,344
+66,272
+12% +$1.37M 0.05% 367
2025
Q3 		$11.2M Buy
542,072
+536,139
+9,037% +$11M 0.05% 371
2025
Q2 		$122K Sell
5,933
-23,904
-80% -$484K ﹤0.01% 2360
2025
Q1 		$607K Sell
29,837
-107,556
-78% -$2.15M ﹤0.01% 1477
2024
Q4 		$2.72M Buy
137,393
+40,621
+42% +$818K 0.02% 698
2024
Q3 		$2.01M Buy
96,772
+3,338
+4% +$68.6K 0.01% 798
2024
Q2 		$1.87M Sell
93,434
-3,856
-4% -$76.4K 0.01% 782
2024
Q1 		$1.96M Buy
97,290
+3,742
+4% +$75.6K 0.02% 703
2023
Q4 		$1.91M Buy
93,548
+58,826
+169% +$1.16M 0.02% 682
2023
Q3 		$680K Sell
34,722
-22,426
-39% -$451K 0.01% 1042
2023
Q2 		$1.18M Buy
57,148
+409
+0.7% +$8.57K 0.01% 791
2023
Q1 		$1.2M Sell
56,739
-2,875
-5% -$59.9K 0.02% 723
2022
Q4 		$1.22K Buy
+59,614
New +$1.22M ﹤0.01% 2979

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

NewEdge Advisors's IBTL Position: Q1 2026 in Review

NewEdge Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 5% in Q1 2026, buying an estimated $620K and bringing the position to 638,564 shares worth $13M. The position accounts for 0.05% of the portfolio, ranked #377.

NewEdge Advisors first reported a position in IBTL in Q4 2022 and has held it in 14 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • NewEdge Advisors held 638,564 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $13M as of Q1 2026.
  • NewEdge Advisors bought 30,220 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $620K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.05% of NewEdge Advisors's portfolio in Q1 2026, its #377 holding.
  • NewEdge Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.