CAPTRUST Financial Advisors
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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
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

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
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

CAPTRUST Financial Advisors's IBTM Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.37% in Q1 2026, buying an estimated $2.54K and bringing the position to 29,520 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

CAPTRUST Financial Advisors first reported a position in IBTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $680K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • CAPTRUST Financial Advisors held 29,520 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $677K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 110 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $2.54K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1830 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $680K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.