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 Q3	$1.26M	Buy	64,891 +7,239	+13%	+$144K	0.02%	385
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

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

SignatureFD's IBTL Position: Q3 2026 in Review

SignatureFD increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 13% in Q3 2026, buying an estimated $144K and bringing the position to 64,891 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #385.

SignatureFD first reported a position in IBTL in Q4 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

SignatureFD held 64,891 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $1.26M as of Q3 2026.
SignatureFD bought 7,239 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $144K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of SignatureFD's portfolio in Q3 2026, its #385 holding.
SignatureFD first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.