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Action Point Financial Planning’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Action Point Financial Planning’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 		$83.7K Buy
+3,689
New +$83.9K 0.01% 662

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's IBTM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 3,689 shares worth $83.7K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Action Point Financial Planning held 3,689 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $83.7K as of Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #662 holding.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.