Fidelity Investments
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Fidelity Investments’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-2,750
Closed -$62.4K – 5868
2026
Q2 		$62.4K Buy
+2,750
New +$62.5K ﹤0.01% 4215
2023
Q2 		– Sell
-4
Closed -$96 – 5487
2023
Q1 		$96 Buy
+4
New +$94 ﹤0.01% 4909

Other funds holding IBTM

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fidelity Investments's IBTM Position: Q3 2026 in Review

Fidelity Investments sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026, closing a stake of 2,750 shares — an estimated $62.4K sold.

Fidelity Investments first reported a position in IBTM in Q1 2023 and held it in 2 quarters. The position peaked at $62.4K in Q2 2026. 75 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Fidelity Investments sold 2,750 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $62.4K.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Fidelity Investments's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $62.4K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.