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Trust Company’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Trust Company’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 		$169K Hold
8,395
– – 0.02% 176
2026
Q1 		$171K Buy
8,395
+25
+0.3% +$513 0.02% 185
2025
Q4 		$172K Buy
8,370
+1
+0% +$21 0.02% 181
2025
Q3 		$172K Hold
8,369
– – 0.02% 147
2025
Q2 		$172K Sell
8,369
-3
-0% -$61 0.02% 149
2025
Q1 		$170K Hold
8,372
– – 0.02% 152
2024
Q4 		$166K Buy
8,372
+1,548
+23% +$31.2K 0.02% 150
2024
Q3 		$142K Buy
+6,824
New +$140K 0.02% 147

Other funds holding IBTL

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $668M AUM 24.84% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Trust Company's IBTL Position: Q2 2026 in Review

Trust Company held its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) position steady in Q2 2026 at 8,395 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #176.

Trust Company first reported a position in IBTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 19 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Trust Company held 8,395 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $169K as of Q2 2026.
  • Trust Company left its iShares iBonds Dec 2031 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of Trust Company's portfolio in Q2 2026, its #176 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Trust Company's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $172K in Q3 2025.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.