AllSquare Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$363K	Buy	15,673 +1,214	+8%	+$27.9K	0.19%	75
2025 Q2	$333K	Buy	14,459 +1,174	+9%	+$26.7K	0.19%	75
2025 Q1	$304K	Buy	13,285 +2,365	+22%	+$53.1K	0.18%	77
2024 Q4	$242K	Buy	10,920 +9,650	+760%	+$219K	0.14%	94
2024 Q3	$29.8K	Buy	+1,270	New	+$29.4K	0.02%	264

Other funds holding IBTM

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIM

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AllSquare Wealth Management's IBTM Position: Q3 2025 in Review

AllSquare Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 8.4% in Q3 2025, buying an estimated $27.9K and bringing the position to 15,673 shares worth $363K. The position accounts for 0.19% of the portfolio, ranked #75.

AllSquare Wealth Management first reported a position in IBTM in Q3 2024 and has held it in 5 quarters since. 96 funds tracked by Wall St. Rank hold IBTM as of Q3 2025.

AllSquare Wealth Management held 15,673 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $363K as of Q3 2025.
AllSquare Wealth Management bought 1,214 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2025, an estimated $27.9K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.19% of AllSquare Wealth Management's portfolio in Q3 2025, its #75 holding.
AllSquare Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 5 quarters since.
96 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.