Wells Fargo
IBTL icon

Wells Fargo’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Wells Fargo’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 		$51.4M Sell
2,544,060
-414,766
-14% -$8.39M 0.01% 1013
2026
Q1 		$60.4M Buy
2,958,826
+511,558
+21% +$10.5M 0.01% 861
2025
Q4 		$50.2M Buy
2,447,268
+190,695
+8% +$3.93M 0.01% 937
2025
Q3 		$46.4M Buy
2,256,573
+79,288
+4% +$1.62M 0.01% 966
2025
Q2 		$44.6M Sell
2,177,285
-36,137
-2% -$732K 0.01% 914
2025
Q1 		$45M Buy
2,213,422
+95,040
+4% +$1.9M 0.01% 870
2024
Q4 		$41.9M Buy
2,118,382
+464,692
+28% +$9.36M 0.01% 906
2024
Q3 		$34.4M Buy
1,653,690
+3,940
+0.2% +$80.9K 0.01% 969
2024
Q2 		$32.9M Sell
1,649,750
-23,740
-1% -$470K 0.01% 942
2024
Q1 		$33.7M Buy
1,673,490
+100,828
+6% +$2.04M 0.01% 936
2023
Q4 		$32.3M Buy
1,572,662
+55,033
+4% +$1.09M 0.01% 919
2023
Q3 		$29.7M Buy
1,517,629
+1,503,283
+10,479% +$30.3M 0.01% 901
2023
Q2 		$296K Buy
14,346
+3,459
+32% +$72.5K ﹤0.01% 4333
2023
Q1 		$230K Sell
10,887
-27,872
-72% -$581K ﹤0.01% 4338
2022
Q4 		$792K Buy
+38,759
New +$794K ﹤0.01% 3379

Other funds holding IBTL

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo's IBTL Position: Q2 2026 in Review

Wells Fargo reduced its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 14% in Q2 2026, selling an estimated $8.39M and leaving 2,544,060 shares worth $51.4M. The position accounts for 0.01% of the portfolio, ranked #1013.

Wells Fargo first reported a position in IBTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $60.4M in Q1 2026. 133 funds tracked by Wall St. Rank hold IBTL as of Q2 2026.

  • Wells Fargo held 2,544,060 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $51.4M as of Q2 2026.
  • Wells Fargo sold 414,766 iShares iBonds Dec 2031 Term Treasury ETF shares in Q2 2026, an estimated $8.39M.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #1013 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
  • Wells Fargo's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $60.4M in Q1 2026.
  • 133 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.