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Smithbridge Asset Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Smithbridge Asset Management’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 		$300K Sell
14,700
-14,700
-50% -$302K 0.04% 162
2025
Q4 		$603K Buy
29,400
+14,700
+100% +$303K 0.05% 138
2025
Q3 		$302K Buy
+14,700
New +$301K 0.04% 136

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

Smithbridge Asset Management's IBTL Position: Q1 2026 in Review

Smithbridge Asset Management reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 50% in Q1 2026, selling an estimated $302K and leaving 14,700 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #162.

Smithbridge Asset Management first reported a position in IBTL in Q3 2025 and has held it in 3 quarters since. The position peaked at $603K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Smithbridge Asset Management held 14,700 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $300K as of Q1 2026.
  • Smithbridge Asset Management sold 14,700 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $302K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.04% of Smithbridge Asset Management's portfolio in Q1 2026, its #162 holding.
  • Smithbridge Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Smithbridge Asset Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $603K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.