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

Clearstead Trust’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 		$44.3K Hold
1,954
– – 0.01% 333
2026
Q1 		$44.8K Buy
+1,954
New +$45.1K 0.01% 328

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

Clearstead Trust's IBTM Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 1,954 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #333.

Clearstead Trust first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $44.8K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Clearstead Trust held 1,954 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $44.3K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #333 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $44.8K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.