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 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 $3.11B AUM 20.67% 1-Year Est. Return

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

PPW

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

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

CIM

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Ameriprise's IBTM Position: Q1 2026 in Review

Ameriprise reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 25% in Q1 2026, selling an estimated $2.21M and leaving 282,765 shares worth $6.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Ameriprise first reported a position in IBTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.73M in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Ameriprise held 282,765 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $6.48M as of Q1 2026.
Ameriprise sold 95,599 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $2.21M.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2264 holding.
Ameriprise first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Ameriprise's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $8.73M in Q4 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.