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

SignatureFD’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	$1.16M	Buy	57,652 +19,818	+52%	+$401K	0.02%	393
2026 Q1	$772K	Buy	37,834 +3,169	+9%	+$65K	0.01%	469
2025 Q4	$711K	Buy	34,665 +2,181	+7%	+$44.9K	0.01%	476
2025 Q3	$668K	Hold	32,484	–	–	0.01%	492
2025 Q2	$666K	Buy	32,484 +19,748	+155%	+$400K	0.01%	474
2025 Q1	$259K	Buy	12,736 +10,002	+366%	+$200K	﹤0.01%	772
2024 Q4	$54.1K	Buy	+2,734	New	+$55K	﹤0.01%	1544

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

SignatureFD's IBTL Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 52% in Q2 2026, buying an estimated $401K and bringing the position to 57,652 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #393.

SignatureFD first reported a position in IBTL in Q4 2024 and has held it in 7 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

SignatureFD held 57,652 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.16M as of Q2 2026.
SignatureFD bought 19,818 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $401K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of SignatureFD's portfolio in Q2 2026, its #393 holding.
SignatureFD first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.