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Spreng Capital Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Spreng Capital 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 		$6.36M Buy
314,831
+9,409
+3% +$190K 2.31% 13
2026
Q1 		$6.23M Buy
305,422
+33,971
+13% +$697K 2.94% 11
2025
Q4 		$5.57M Buy
271,451
+15,224
+6% +$314K 2.19% 14
2025
Q3 		$5.27M Buy
256,227
+4,535
+2% +$92.8K 2.1% 15
2025
Q2 		$5.16M Buy
251,692
+14,636
+6% +$296K 2.13% 13
2025
Q1 		$4.82M Buy
237,056
+26,785
+13% +$535K 2.18% 14
2024
Q4 		$4.16M Sell
210,271
-1,387
-0.7% -$27.9K 1.81% 15
2024
Q3 		$4.41M Buy
+211,658
New +$4.35M 2.05% 14

Other funds holding IBTL

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $272M AUM 15.08% 1-Year Est. Return

Spreng Capital Management's IBTL Position: Q2 2026 in Review

Spreng Capital Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 3.1% in Q2 2026, buying an estimated $190K and bringing the position to 314,831 shares worth $6.36M. The position accounts for 2.31% of the portfolio, ranked #13.

Spreng Capital Management first reported a position in IBTL in Q3 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Spreng Capital Management held 314,831 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $6.36M as of Q2 2026.
  • Spreng Capital Management bought 9,409 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $190K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 2.31% of Spreng Capital Management's portfolio in Q2 2026, its #13 holding.
  • Spreng Capital Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.