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Brookstone Capital Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Brookstone Capital 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
2026
Q2 		$351K Buy
15,477
+49
+0.3% +$1.11K ﹤0.01% 1043
2026
Q1 		$354K Sell
15,428
-463
-3% -$10.7K ﹤0.01% 975
2025
Q4 		$367K Sell
15,891
-538
-3% -$12.5K ﹤0.01% 932
2025
Q3 		$380K Buy
16,429
+393
+2% +$9.03K ﹤0.01% 901
2025
Q2 		$369K Sell
16,036
-1,944
-11% -$44.2K ﹤0.01% 834
2025
Q1 		$412K Sell
17,980
-56
-0.3% -$1.26K 0.01% 752
2024
Q4 		$400K Hold
18,036
– – 0.01% 752
2024
Q3 		$423K Sell
18,036
-640
-3% -$14.8K 0.01% 734
2024
Q2 		$426K Buy
18,676
+130
+0.7% +$2.89K 0.01% 692
2024
Q1 		$420K Buy
18,546
+2,822
+18% +$64.1K 0.01% 668
2023
Q4 		$363K Buy
15,724
+1,349
+9% +$29.9K 0.01% 661
2023
Q3 		$307K Buy
14,375
+1,925
+15% +$43.6K 0.01% 683
2023
Q2 		$283K Buy
+12,450
New +$294K 0.01% 702

Other funds holding IBTM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Brookstone Capital Management's IBTM Position: Q2 2026 in Review

Brookstone Capital Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.32% in Q2 2026, buying an estimated $1.11K and bringing the position to 15,477 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

Brookstone Capital Management first reported a position in IBTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $426K in Q2 2024. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Brookstone Capital Management held 15,477 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $351K as of Q2 2026.
  • Brookstone Capital Management bought 49 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $1.11K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1043 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $426K in Q2 2024.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.