TAM
IBTL icon

Titleist Asset Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Titleist Asset 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 		$20M Buy
990,421
+35,339
+4% +$715K 1.35% 17
2026
Q1 		$19.5M Buy
955,082
+940,288
+6,356% +$19.3M 1.47% 16
2025
Q4 		$304K Buy
+14,794
New +$305K 0.02% 304

Other funds holding IBTL

Wells Fargo
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.89T AUM 35.08% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Titleist Asset Management's IBTL Position: Q2 2026 in Review

Titleist Asset Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 3.7% in Q2 2026, buying an estimated $715K and bringing the position to 990,421 shares worth $20M. The position accounts for 1.35% of the portfolio, ranked #17.

Titleist Asset Management first reported a position in IBTL in Q4 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Titleist Asset Management held 990,421 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $20M as of Q2 2026.
  • Titleist Asset Management bought 35,339 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $715K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 1.35% of Titleist Asset Management's portfolio in Q2 2026, its #17 holding.
  • Titleist Asset Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.