Snowden Capital Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Snowden Capital Advisors’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	$8.21M	Buy	406,659 +6,267	+2%	+$127K	0.19%	106
2026 Q1	$8.17M	Buy	400,392 +2,957	+0.7%	+$60.7K	0.22%	94
2025 Q4	$8.16M	Buy	397,435 +16,921	+4%	+$349K	0.21%	98
2025 Q3	$7.83M	Buy	380,514 +5,004	+1%	+$102K	0.21%	93
2025 Q2	$7.7M	Buy	375,510 +540	+0.1%	+$10.9K	0.23%	90
2025 Q1	$7.62M	Buy	374,970 +33,453	+10%	+$668K	0.24%	84
2024 Q4	$6.76M	Buy	341,517 +19,323	+6%	+$389K	0.21%	100
2024 Q3	$6.71M	Buy	322,194 +21,135	+7%	+$434K	0.2%	109
2024 Q2	$6.01M	Sell	301,059 -50	-0%	-$991	0.18%	135
2024 Q1	$6.07M	Buy	301,109 +15,488	+5%	+$313K	0.19%	130
2023 Q4	$5.87M	Buy	285,621 +5,077	+2%	+$100K	0.22%	116
2023 Q3	$5.49M	Buy	+280,544	New	+$5.65M	0.23%	110

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

Snowden Capital Advisors's IBTL Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.6% in Q2 2026, buying an estimated $127K and bringing the position to 406,659 shares worth $8.21M. The position accounts for 0.19% of the portfolio, ranked #106.

Snowden Capital Advisors first reported a position in IBTL in Q3 2023 and has held it in 12 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Snowden Capital Advisors held 406,659 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $8.21M as of Q2 2026.
Snowden Capital Advisors bought 6,267 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $127K.
iShares iBonds Dec 2031 Term Treasury ETF made up 0.19% of Snowden Capital Advisors's portfolio in Q2 2026, its #106 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.