Vestmark Advisory Solutions’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Vestmark Advisory Solutions’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	$265K	Buy	+13,110	New	+$265K	﹤0.01%	1301

Other funds holding IBTL

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 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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Vestmark Advisory Solutions's IBTL Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q2 2026: 13,110 shares worth $265K. The stake represents ﹤0.01% of the portfolio and ranks #1301 among its holdings.

133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

Vestmark Advisory Solutions held 13,110 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $265K as of Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF was a new Vestmark Advisory Solutions position in Q2 2026.
iShares iBonds Dec 2031 Term Treasury ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1301 holding.
133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.