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 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

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 $1.32B AUM 22.37% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

Yoder Wealth Management increased its iShares iBonds Dec 2031 Term Treasury ETF (IBTL) stake by 3.3% in Q1 2026, buying an estimated $146K and bringing the position to 223,634 shares worth $4.56M. The position accounts for 2.08% of the portfolio, ranked #15.

Yoder Wealth Management first reported a position in IBTL in Q1 2024 and has held it in 9 quarters since. 128 funds tracked by Wall St. Rank hold IBTL as of Q1 2026.

Yoder Wealth Management held 223,634 shares of iShares iBonds Dec 2031 Term Treasury ETF worth $4.56M as of Q1 2026.
Yoder Wealth Management bought 7,098 iShares iBonds Dec 2031 Term Treasury ETF shares in Q1 2026, an estimated $146K.
iShares iBonds Dec 2031 Term Treasury ETF made up 2.08% of Yoder Wealth Management's portfolio in Q1 2026, its #15 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
128 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.