CAPTRUST Financial Advisors
IBTM icon

CAPTRUST Financial Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-29,537
Closed -$670K – 3507
2026
Q2 		$670K Buy
29,537
+17
+0.1% +$387 ﹤0.01% 1979
2026
Q1 		$677K Buy
29,520
+110
+0.4% +$2.54K ﹤0.01% 1830
2025
Q4 		$679K Buy
29,410
+20
+0.1% +$464 ﹤0.01% 1726
2025
Q3 		$680K Buy
29,390
+190
+0.7% +$4.37K ﹤0.01% 1640
2025
Q2 		$672K Buy
+29,200
New +$664K ﹤0.01% 1554

Other funds holding IBTM

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

CAPTRUST Financial Advisors's IBTM Position: Q3 2026 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026, closing a stake of 29,537 shares — an estimated $670K sold.

CAPTRUST Financial Advisors first reported a position in IBTM in Q2 2025 and held it in 5 quarters. The position peaked at $680K in Q3 2025. 101 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 29,537 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $670K.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $680K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.