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Venturi Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Venturi Wealth 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
2025
Q1 		– Sell
-825
Closed -$16.3K – 1173
2024
Q4 		$16.3K Buy
+825
New +$16.6K ﹤0.01% 1309

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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 $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Venturi Wealth Management's IBTL Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2025, closing a stake of 825 shares — an estimated $16.3K sold.

Venturi Wealth Management first reported a position in IBTL in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 88 funds tracked by Wall St. Rank hold IBTL as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 825 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2025, an estimated $16.3K.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $16.3K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.