Bank of America’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Bank of America’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	$4.31M	Sell	187,988 -1,260	-0.7%	-$29.1K	﹤0.01%	3583
2025 Q4	$4.37M	Buy	189,248 +78,988	+72%	+$1.83M	﹤0.01%	3493
2025 Q3	$2.55M	Buy	110,260 +11,094	+11%	+$255K	﹤0.01%	4609
2025 Q2	$2.28M	Sell	99,166 -10,180	-9%	-$231K	﹤0.01%	4656
2025 Q1	$2.5M	Buy	109,346 +12,076	+12%	+$271K	﹤0.01%	4478
2024 Q4	$2.16M	Buy	97,270 +4,964	+5%	+$112K	﹤0.01%	4378
2024 Q3	$2.17M	Buy	92,306 +4,191	+5%	+$97K	﹤0.01%	4491
2024 Q2	$1.98M	Sell	88,115 -28,841	-25%	-$642K	﹤0.01%	4452
2024 Q1	$2.65M	Buy	116,956 +1,940	+2%	+$44.1K	﹤0.01%	4220
2023 Q4	$2.66M	Buy	115,016 +86,957	+310%	+$1.93M	﹤0.01%	4117
2023 Q3	$617K	Buy	28,059 +16,633	+146%	+$377K	﹤0.01%	5170
2023 Q2	$266K	Buy	11,426 +5,723	+100%	+$135K	﹤0.01%	5643
2023 Q1	$136K	Buy	+5,703	New	+$134K	﹤0.01%	6122

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 $18.1B AUM 24.63% 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

Bank of America's IBTM Position: Q1 2026 in Review

Bank of America reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.67% in Q1 2026, selling an estimated $29.1K and leaving 187,988 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #3583.

Bank of America first reported a position in IBTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.37M in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Bank of America held 187,988 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.31M as of Q1 2026.
Bank of America sold 1,260 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $29.1K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3583 holding.
Bank of America first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and has held it in 13 quarters since.
Bank of America's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.37M in Q4 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.