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 Q2	$297K	Hold	14,700	–	–	0.04%	164
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 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

Smithbridge Asset Management's IBTL Position: Q2 2026 in Review

Smithbridge Asset Management held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 14,700 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #164.

Smithbridge Asset Management first reported a position in IBTL in Q3 2025 and has held it in 4 quarters since. The position peaked at $603K in Q4 2025. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Smithbridge Asset Management held 14,700 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $297K as of Q2 2026.
Smithbridge Asset Management left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.04% of Smithbridge Asset Management's portfolio in Q2 2026, its #164 holding.
Smithbridge Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $603K in Q4 2025.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.