4Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

4Wealth Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$601K	Buy	26,386 +2,061	+8%	+$46.9K	0.46%	66
2026 Q1	$556K	Buy	24,325 +3,707	+18%	+$85.6K	0.48%	73
2025 Q4	$476K	Buy	20,618 +9,119	+79%	+$211K	0.41%	85
2025 Q3	$266K	Buy	+11,499	New	+$264K	0.24%	120

Other funds holding IBTM

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SPP

Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

4Wealth Advisors's IBTM Position: Q2 2026 in Review

4Wealth Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 8.5% in Q2 2026, buying an estimated $46.9K and bringing the position to 26,386 shares worth $601K. The position accounts for 0.46% of the portfolio, ranked #66.

4Wealth Advisors first reported a position in IBTM in Q3 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

4Wealth Advisors held 26,386 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $601K as of Q2 2026.
4Wealth Advisors bought 2,061 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $46.9K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.46% of 4Wealth Advisors's portfolio in Q2 2026, its #66 holding.
4Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.