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Strategic Blueprint’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Strategic Blueprint’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
Q4 		– Sell
-15,533
Closed -$320K – 710
2025
Q3 		$320K Buy
+15,533
New +$318K 0.01% 590

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 $1.16B AUM 36.18% 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 $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Strategic Blueprint's IBTL Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q4 2025, closing a stake of 15,533 shares — an estimated $320K sold.

Strategic Blueprint first reported a position in IBTL in Q3 2025 and held it in 1 quarter. The position peaked at $320K in Q3 2025. 120 funds tracked by Wall St. Rank hold IBTL as of Q4 2025.

  • Strategic Blueprint reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Blueprint sold 15,533 iShares iBonds Dec 2031 Term Treasury ETF shares in Q4 2025, an estimated $320K.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Strategic Blueprint's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $320K in Q3 2025.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.