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Clayton Financial Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Clayton Financial Group’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 		– Sell
-5,763
Closed -$132K – 306
2026
Q1 		$132K Sell
5,763
-703
-11% -$16.2K 0.07% 94
2025
Q4 		$149K Buy
+6,466
New +$150K 0.08% 87

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clayton Financial Group's IBTM Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 5,763 shares — an estimated $132K sold.

Clayton Financial Group first reported a position in IBTM in Q4 2025 and held it in 2 quarters. The position peaked at $149K in Q4 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 5,763 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $132K.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $149K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.