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

Ameriprise’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	$7.44M	Buy	328,090 +45,325	+16%	+$1.03M	﹤0.01%	2268
2026 Q1	$6.48M	Sell	282,765 -95,599	-25%	-$2.21M	﹤0.01%	2264
2025 Q4	$8.73M	Buy	378,364 +17,354	+5%	+$402K	﹤0.01%	2014
2025 Q3	$8.33M	Buy	361,010 +141,122	+64%	+$3.24M	﹤0.01%	2049
2025 Q2	$5.06M	Buy	219,888 +2,262	+1%	+$51.4K	﹤0.01%	2356
2025 Q1	$4.98M	Buy	217,626 +10,577	+5%	+$237K	﹤0.01%	2317
2024 Q4	$4.6M	Buy	+207,049	New	+$4.69M	﹤0.01%	2417

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

Ameriprise's IBTM Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 328,090 shares worth $7.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Ameriprise first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.73M in Q4 2025. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Ameriprise held 328,090 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $7.44M as of Q2 2026.
Ameriprise bought 45,325 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $1.03M.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2268 holding.
Ameriprise first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Ameriprise's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $8.73M in Q4 2025.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.