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Signature Wealth Management Group’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Signature Wealth Management Group’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 		$3.7M Buy
+181,499
New +$3.72M 1.41% 32

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

Signature Wealth Management Group's IBTL Position: Q1 2026 in Review

Signature Wealth Management Group opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026: 181,499 shares worth $3.7M. The stake represents 1.41% of the portfolio and ranks #32 among its holdings.

128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Signature Wealth Management Group held 181,499 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $3.7M as of Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF was a new Signature Wealth Management Group position in Q1 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 1.41% of Signature Wealth Management Group's portfolio in Q1 2026, its #32 holding.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.