SWC
IBTL icon

Spectrum Wealth Counsel’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$49.9K Hold
2,454
– – 0.01% 172
2024
Q4 		$48.6K Hold
2,454
– – 0.01% 167
2024
Q3 		$51.1K Hold
2,454
– – 0.01% 169
2024
Q2 		$49K Buy
+2,454
New +$48.6K 0.01% 200

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Spectrum Wealth Counsel's IBTL Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q1 2025 at 2,454 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #172.

Spectrum Wealth Counsel first reported a position in IBTL in Q2 2024 and has held it in 4 quarters since. The position peaked at $51.1K in Q3 2024. 88 funds tracked by Wall St. Rank hold IBTL as of Q1 2025.

  • Spectrum Wealth Counsel held 2,454 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $49.9K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #172 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $51.1K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.