PTC
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Private Trust Company’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Private Trust Company’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 		$26.1K Hold
1,280
– – ﹤0.01% 1573
2025
Q4 		$26.3K Hold
1,280
– – ﹤0.01% 1538
2025
Q3 		$26.3K Hold
1,280
– – ﹤0.01% 1525
2025
Q2 		$26.2K Hold
1,280
– – ﹤0.01% 1462
2025
Q1 		$26K Hold
1,280
– – ﹤0.01% 1446
2024
Q4 		$25.3K Hold
1,280
– – ﹤0.01% 1408
2024
Q3 		$26.6K Hold
1,280
– – ﹤0.01% 1363
2024
Q2 		$25.6K Hold
1,280
– – ﹤0.01% 1363
2024
Q1 		$25.8K Hold
1,280
– – ﹤0.01% 1344
2023
Q4 		$26.3K Hold
1,280
– – ﹤0.01% 1301
2023
Q3 		$25.1K Buy
+1,280
New +$25.8K ﹤0.01% 1273

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $3.1B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return