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BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$273K Buy
14,025
+12,801
+1,046% +$255K 0.01% 789
2026
Q2 		$24.7K Buy
+1,224
New +$24.8K ﹤0.01% 1554

Other funds holding IBTL

TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBTL Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1,046% in Q3 2026, buying an estimated $255K and bringing the position to 14,025 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #789.

BOLTON SECURITIES CORPORATION first reported a position in IBTL in Q2 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 14,025 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $273K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 12,801 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $255K.
  • iShares iBonds Dec 2031 Term Treasury ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #789 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.