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 Q2	$816K	Buy	35,972 +22	+0.1%	+$500	﹤0.01%	2882
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	$314K	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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services's IBTM Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.06% in Q2 2026, buying an estimated $500 and bringing the position to 35,972 shares worth $816K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Commonwealth Equity Services first reported a position in IBTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $824K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Commonwealth Equity Services held 35,972 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $816K as of Q2 2026.
Commonwealth Equity Services bought 22 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $500.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2882 holding.
Commonwealth Equity Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $824K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.