Clearstead Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Clearstead 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 Q3	$125K	Buy	+5,737	New	+$128K	﹤0.01%	1183

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

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

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

Clearstead Advisors's IBTM Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 5,737 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1183 among its holdings.

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

Clearstead Advisors held 5,737 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $125K as of Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Clearstead Advisors position in Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1183 holding.
69 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.