Old Port Advisors
IBTL icon

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
Q3 		$602K Buy
30,943
+2,114
+7% +$42.1K 0.12% 156
2026
Q2 		$582K Buy
28,829
+5,508
+24% +$111K 0.11% 159
2026
Q1 		$476K Buy
+23,321
New +$479K 0.11% 165

Other funds holding IBTL

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $410M AUM 12.51% 1-Year Est. Return

Old Port Advisors's IBTL Position: Q3 2026 in Review

Old Port Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 7.3% in Q3 2026, buying an estimated $42.1K and bringing the position to 30,943 shares worth $602K. The position accounts for 0.12% of the portfolio, ranked #156.

Old Port Advisors first reported a position in IBTL in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • Old Port Advisors held 30,943 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $602K as of Q3 2026.
  • Old Port Advisors bought 2,114 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $42.1K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.12% of Old Port Advisors's portfolio in Q3 2026, its #156 holding.
  • Old Port Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.