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D.A. Davidson & Co’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

D.A. Davidson & Co’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 		$10.5M Buy
463,113
+41,330
+10% +$940K 0.06% 253
2026
Q1 		$9.67M Buy
421,783
+12,083
+3% +$279K 0.06% 255
2025
Q4 		$9.45M Buy
409,700
+8,554
+2% +$198K 0.06% 254
2025
Q3 		$9.28M Buy
401,146
+52,769
+15% +$1.21M 0.06% 241
2025
Q2 		$8.02M Buy
+348,377
New +$7.92M 0.06% 244

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
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

D.A. Davidson & Co's IBTM Position: Q2 2026 in Review

D.A. Davidson & Co increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 9.8% in Q2 2026, buying an estimated $940K and bringing the position to 463,113 shares worth $10.5M. The position accounts for 0.06% of the portfolio, ranked #253.

D.A. Davidson & Co first reported a position in IBTM in Q2 2025 and has held it in 5 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • D.A. Davidson & Co held 463,113 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $10.5M as of Q2 2026.
  • D.A. Davidson & Co bought 41,330 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $940K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.06% of D.A. Davidson & Co's portfolio in Q2 2026, its #253 holding.
  • D.A. Davidson & Co first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.