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Visionary Wealth Advisors’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Visionary Wealth Advisors’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 		$501K Buy
24,834
+4,155
+20% +$84.1K 0.02% 424
2026
Q1 		$422K Buy
20,679
+749
+4% +$15.4K 0.02% 441
2025
Q4 		$409K Sell
19,930
-1,436
-7% -$29.6K 0.02% 432
2025
Q3 		$439K Buy
21,366
+5,440
+34% +$111K 0.02% 413
2025
Q2 		$326K Buy
+15,926
New +$323K 0.02% 442

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Visionary Wealth Advisors's IBTL Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 20% in Q2 2026, buying an estimated $84.1K and bringing the position to 24,834 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #424.

Visionary Wealth Advisors first reported a position in IBTL in Q2 2025 and has held it in 5 quarters since. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Visionary Wealth Advisors held 24,834 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $501K as of Q2 2026.
  • Visionary Wealth Advisors bought 4,155 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $84.1K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #424 holding.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.