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

Rebalance’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 		– Sell
-11,028
Closed -$226K – 105
2025
Q4 		$226K Sell
11,028
-2
-0% -$41 0.01% 99
2025
Q3 		$227K Buy
11,030
+111
+1% +$2.27K 0.01% 96
2025
Q2 		$224K Buy
+10,919
New +$221K 0.02% 93

Other funds holding IBTL

Wells Fargo
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Rebalance's IBTL Position: Q1 2026 in Review

Rebalance sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026, closing a stake of 11,028 shares — an estimated $226K sold.

Rebalance first reported a position in IBTL in Q2 2025 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Rebalance reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Rebalance sold 11,028 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $226K.
  • Rebalance first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Rebalance's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $227K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Rebalance's 13F filing for Q1 2026, filed 11 May 2026.