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

Old Port 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	$476K	Buy	+23,321	New	+$479K	0.11%	165

Other funds holding IBTL

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Old Port Advisors's IBTL Position: Q1 2026 in Review

Old Port Advisors opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026: 23,321 shares worth $476K. The stake represents 0.11% of the portfolio and ranks #165 among its holdings.

128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Old Port Advisors held 23,321 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $476K as of Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Old Port Advisors position in Q1 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.11% of Old Port Advisors's portfolio in Q1 2026, its #165 holding.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.