Brookstone Capital Management
IBTM icon

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
Q3 		$304K Sell
14,006
-1,471
-10% -$32.8K ﹤0.01% 1105
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Brookstone Capital Management's IBTM Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 9.5% in Q3 2026, selling an estimated $32.8K and leaving 14,006 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Brookstone Capital Management first reported a position in IBTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $426K in Q2 2024. 25 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Brookstone Capital Management held 14,006 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $304K as of Q3 2026.
  • Brookstone Capital Management sold 1,471 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $32.8K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1105 holding.
  • Brookstone Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 14 quarters since.
  • Brookstone Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $426K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.