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Walleye Partners’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Walleye Partners’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
Q1 		– Sell
-21,340
Closed -$438K – 60
2025
Q4 		$438K Buy
+21,340
New +$440K 0.49% 32

Other funds holding IBTL

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TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Walleye Partners's IBTL Position: Q1 2026 in Review

Walleye Partners sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q1 2026, closing a stake of 21,340 shares — an estimated $438K sold.

Walleye Partners first reported a position in IBTL in Q4 2025 and held it in 1 quarter. The position peaked at $438K in Q4 2025. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Walleye Partners reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Walleye Partners sold 21,340 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $438K.
  • Walleye Partners first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Walleye Partners's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $438K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Walleye Partners's 13F filing for Q1 2026, filed 23 Apr 2026.