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 Q1	$44.8K	Buy	+1,954	New	+$45.1K	0.01%	328

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Clearstead Trust's IBTM Position: Q1 2026 in Review

Clearstead Trust opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 1,954 shares worth $44.8K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Clearstead Trust held 1,954 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $44.8K as of Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Clearstead Trust position in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #328 holding.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.