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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
Q3 		$123K Buy
+5,637
New +$126K 0.06% 79
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 $3.66B AUM 22.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Clayton Financial Group's IBTM Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 5,637 shares worth $123K. The stake represents 0.06% of the portfolio and ranks #79 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IBTM as recently as Q1 2026.

Clayton Financial Group first reported a position in IBTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $149K in Q4 2025. 14 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Clayton Financial Group held 5,637 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $123K as of Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.06% of Clayton Financial Group's portfolio in Q3 2026, its #79 holding.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Clayton Financial Group's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $149K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.