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
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 $1.05B AUM 19.14% 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 $1.32B AUM 22.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return