Phillips Financial Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Phillips Financial Management’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 Q2	$98.8K	Buy	+4,895	New	+$99K	0.01%	229

Other funds holding IBTL

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 $1.49B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Phillips Financial Management's IBTL Position: Q2 2026 in Review

Phillips Financial Management opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 4,895 shares worth $98.8K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings.

133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Phillips Financial Management held 4,895 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $98.8K as of Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Phillips Financial Management position in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #229 holding.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.