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

Yoder 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 Q3	$4.46M	Buy	229,314 +3,140	+1%	+$62.5K	1.68%	19
2026 Q2	$4.57M	Buy	226,174 +2,540	+1%	+$51.4K	1.78%	17
2026 Q1	$4.56M	Buy	223,634 +7,098	+3%	+$146K	2.08%	15
2025 Q4	$4.44M	Sell	216,536 -4,430	-2%	-$91.3K	2.02%	15
2025 Q3	$4.55M	Buy	220,966 +16,475	+8%	+$337K	2.15%	15
2025 Q2	$4.19M	Buy	204,491 +34,255	+20%	+$694K	2.18%	14
2025 Q1	$3.46M	Buy	170,236 +21,115	+14%	+$422K	1.95%	15
2024 Q4	$2.95M	Buy	149,121 +42,340	+40%	+$852K	1.63%	20
2024 Q3	$2.22M	Buy	106,781 +36,737	+52%	+$755K	1.34%	24
2024 Q2	$1.4M	Buy	70,044 +10,054	+17%	+$199K	0.91%	32
2024 Q1	$1.21M	Buy	+59,990	New	+$1.21M	0.79%	34

Other funds holding IBTL

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

WWM

Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return

Yoder Wealth Management's IBTL Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 1.4% in Q3 2026, buying an estimated $62.5K and bringing the position to 229,314 shares worth $4.46M. The position accounts for 1.68% of the portfolio, ranked #19.

Yoder Wealth Management first reported a position in IBTL in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.57M in Q2 2026. 28 funds tracked by Wall St. Rank hold IBTL as of Q3 2026.

Yoder Wealth Management held 229,314 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.46M as of Q3 2026.
Yoder Wealth Management bought 3,140 iShares iBonds Dec 2031 Term Treasury ETF shares in Q3 2026, an estimated $62.5K.
iShares iBonds Dec 2031 Term Treasury ETF made up 1.68% of Yoder Wealth Management's portfolio in Q3 2026, its #19 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and has held it in 11 quarters since.
Yoder Wealth Management's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $4.57M in Q2 2026.
28 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.