Allworth Financial’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Allworth Financial’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	–	Sell	-907	Closed	-$20.8K	–	5280
2026 Q1	$20.8K	Buy	+907	New	+$20.9K	﹤0.01%	2967
2025 Q4	–	Sell	-907	Closed	-$21K	–	5153
2025 Q3	$21K	Hold	907	–	–	﹤0.01%	2678
2025 Q2	$20.9K	Hold	907	–	–	﹤0.01%	2486
2025 Q1	$20.7K	Hold	907	–	–	﹤0.01%	2062
2024 Q4	$20.2K	Hold	907	–	–	﹤0.01%	2100
2024 Q3	$21.3K	Hold	907	–	–	﹤0.01%	1868
2024 Q2	$20.5K	Hold	907	–	–	﹤0.01%	1866
2024 Q1	$20.6K	Hold	907	–	–	﹤0.01%	1758
2023 Q4	$21K	Buy	+907	New	+$20.1K	﹤0.01%	1626

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial's IBTM Position: Q2 2026 in Review

Allworth Financial sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 907 shares — an estimated $20.8K sold.

Allworth Financial first reported a position in IBTM in Q4 2023 and held it in 9 quarters. The position peaked at $21.3K in Q3 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Allworth Financial reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 907 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $20.8K.
Allworth Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Allworth Financial's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $21.3K in Q3 2024.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.