Thoroughbred Financial Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Thoroughbred Financial Services’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 Q1	$4.28M	Buy	209,989 +22,471	+12%	+$461K	0.26%	87
2025 Q4	$3.85M	Buy	187,518 +41,354	+28%	+$852K	0.23%	93
2025 Q3	$3.01M	Buy	146,164 +56,537	+63%	+$1.16M	0.19%	115
2025 Q2	$1.84M	Buy	89,627 +3,893	+5%	+$78.8K	0.13%	165
2025 Q1	$1.74M	Buy	85,734 +22,688	+36%	+$453K	0.11%	194
2024 Q4	$1.25M	Buy	63,046 +13,445	+27%	+$271K	0.08%	244
2024 Q3	$1.03M	Buy	49,601 +24,582	+98%	+$505K	0.07%	269
2024 Q2	$499K	Buy	25,019 +12,747	+104%	+$253K	0.03%	384
2024 Q1	$247K	Buy	+12,272	New	+$248K	0.02%	412

Other funds holding IBTL

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return