Prosperity Planning’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Prosperity Planning’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	–	Hold	0	–	–	–	89
2026 Q2	–	Hold	0	–	–	–	92

Other funds holding IBTL

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return