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Pflug Koory’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Pflug Koory’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 		$18K Hold
884
– – 0.01% 302
2025
Q4 		$18.1K Hold
884
– – 0.01% 295
2025
Q3 		$18.2K Buy
+884
New +$18.1K 0.01% 292

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

Pflug Koory's IBTL Position: Q1 2026 in Review

Pflug Koory held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q1 2026 at 884 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #302.

Pflug Koory first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.2K in Q3 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Pflug Koory held 884 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $18K as of Q1 2026.
  • Pflug Koory left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Pflug Koory's portfolio in Q1 2026, its #302 holding.
  • Pflug Koory first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Pflug Koory's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $18.2K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Pflug Koory's 13F filing for Q1 2026, filed 22 Apr 2026.