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Whalen Wealth Management’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Whalen Wealth Management’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 		$4.09M Buy
200,556
+3,465
+2% +$71.1K 2.19% 9
2025
Q4 		$4.05M Buy
+197,091
New +$4.06M 2.17% 8

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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 $1.49B AUM 22.27% 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 $3.11B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Whalen Wealth Management's IBTL Position: Q1 2026 in Review

Whalen Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.8% in Q1 2026, buying an estimated $71.1K and bringing the position to 200,556 shares worth $4.09M. The position accounts for 2.19% of the portfolio, ranked #9.

Whalen Wealth Management first reported a position in IBTL in Q4 2025 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

  • Whalen Wealth Management held 200,556 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.09M as of Q1 2026.
  • Whalen Wealth Management bought 3,465 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $71.1K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 2.19% of Whalen Wealth Management's portfolio in Q1 2026, its #9 holding.
  • Whalen Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.