Choreo LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Choreo LLC’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	$3M	Buy	+138,159	New	+$3.08M	0.03%	325

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Choreo LLC's IBTM Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 138,159 shares worth $3M. The stake represents 0.03% of the portfolio and ranks #325 among its holdings.

40 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

Choreo LLC held 138,159 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3M as of Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.03% of Choreo LLC's portfolio in Q3 2026, its #325 holding.
40 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.