Envestnet Asset Management
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Envestnet Asset Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Envestnet Asset Management’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 		$8.09M Buy
+352,822
New +$8.14M ﹤0.01% 1976
2025
Q4 		– Sell
-109,995
Closed -$2.54M – 4560
2025
Q3 		$2.54M Buy
109,995
+17,401
+19% +$400K ﹤0.01% 2725
2025
Q2 		$2.13M Buy
92,594
+33,088
+56% +$752K ﹤0.01% 2785
2025
Q1 		$1.36M Buy
59,506
+16,185
+37% +$363K ﹤0.01% 2985
2024
Q4 		$962K Buy
43,321
+9,604
+28% +$217K ﹤0.01% 3200
2024
Q3 		$792K Buy
33,717
+1,586
+5% +$36.7K ﹤0.01% 3267
2024
Q2 		$721K Buy
32,131
+2,596
+9% +$57.8K ﹤0.01% 3241
2024
Q1 		$670K Buy
29,535
+2,767
+10% +$62.8K ﹤0.01% 3267
2023
Q4 		$619K Buy
+26,768
New +$594K ﹤0.01% 3209

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PPW
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CIM
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Raymond James Financial
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DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
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SCA
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