Commonwealth Equity Services
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Commonwealth Equity Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Commonwealth Equity Services’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 		$824K Buy
35,950
+1,974
+6% +$45.6K ﹤0.01% 2766
2025
Q4 		$784K Buy
33,976
+1,312
+4% +$30.4K ﹤0.01% 2786
2025
Q3 		$756K Sell
32,664
-1,709
-5% -$39.3K ﹤0.01% 2819
2025
Q2 		$792K Buy
34,373
+269
+0.8% +$6.12K ﹤0.01% 2769
2025
Q1 		$781K Sell
34,104
-955
-3% -$21.4K ﹤0.01% 2662
2024
Q4 		$778K Buy
35,059
+6,790
+24% +$154K ﹤0.01% 2603
2024
Q3 		$664K Buy
28,269
+1,188
+4% +$27.5K ﹤0.01% 2668
2024
Q2 		$608K Buy
27,081
+1,997
+8% +$44.4K ﹤0.01% 2672
2024
Q1 		$569K Buy
25,084
+2,667
+12% +$60.6K ﹤0.01% 2722
2023
Q4 		$518K Buy
22,417
+9,691
+76% +$215K ﹤0.01% 2671
2023
Q3 		$280K Sell
12,726
-795
-6% -$18K ﹤0.01% 3094
2023
Q2 		$314K Buy
13,521
+353
+3% +$8.35K ﹤0.01% 3020
2023
Q1 		$314 Buy
13,168
+2,205
+20% +$51.9K ﹤0.01% 2936
2022
Q4 		$253K Buy
+10,963
New +$254K ﹤0.01% 3009

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
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

Commonwealth Equity Services's IBTM Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 5.8% in Q1 2026, buying an estimated $45.6K and bringing the position to 35,950 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #2766.

Commonwealth Equity Services first reported a position in IBTM in Q4 2022 and has held it in 14 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Commonwealth Equity Services held 35,950 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $824K as of Q1 2026.
  • Commonwealth Equity Services bought 1,974 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $45.6K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2766 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 14 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.