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IBTL icon

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
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
Wells Fargo San Francisco, California $530B 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 $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SignatureFD's IBTL Position: Q1 2026 in Review

SignatureFD increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 9.1% in Q1 2026, buying an estimated $65K and bringing the position to 37,834 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #469.

SignatureFD first reported a position in IBTL in Q4 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • SignatureFD held 37,834 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $772K as of Q1 2026.
  • SignatureFD bought 3,169 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $65K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of SignatureFD's portfolio in Q1 2026, its #469 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.