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 Q2	$8.95M	Buy	394,282 +41,460	+12%	+$943K	﹤0.01%	2024
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

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

LPT

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

Envestnet Asset Management's IBTM Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 12% in Q2 2026, buying an estimated $943K and bringing the position to 394,282 shares worth $8.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Envestnet Asset Management first reported a position in IBTM in Q4 2023 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Envestnet Asset Management held 394,282 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.95M as of Q2 2026.
Envestnet Asset Management bought 41,460 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $943K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2024 holding.
Envestnet Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.