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Cary Street Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Cary Street Partners’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 		$322K Sell
14,208
-405
-3% -$9.21K 0.01% 786
2026
Q1 		$335K Sell
14,613
-884
-6% -$20.4K 0.01% 688
2025
Q4 		$358K Hold
15,497
– – 0.01% 685
2025
Q3 		$358K Hold
15,497
– – 0.01% 647
2025
Q2 		$357K Hold
15,497
– – 0.01% 626
2025
Q1 		$355K Buy
15,497
+1,752
+13% +$39.3K 0.01% 611
2024
Q4 		$305K Buy
+13,745
New +$311K 0.01% 619

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 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

Cary Street Partners's IBTM Position: Q2 2026 in Review

Cary Street Partners reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.8% in Q2 2026, selling an estimated $9.21K and leaving 14,208 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #786.

Cary Street Partners first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q3 2025. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Cary Street Partners held 14,208 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $322K as of Q2 2026.
  • Cary Street Partners sold 405 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $9.21K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #786 holding.
  • Cary Street Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $358K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.