Financial Engines Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Financial Engines Advisors’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	$611K	Buy	26,658 +691	+3%	+$15.9K	﹤0.01%	366
2025 Q4	$599K	Buy	25,967 +1,747	+7%	+$40.5K	﹤0.01%	370
2025 Q3	$560K	Buy	24,220 +14	+0.1%	+$322	﹤0.01%	378
2025 Q2	$557K	Buy	24,206 +660	+3%	+$15K	﹤0.01%	369
2025 Q1	$539K	Buy	23,546 +6,745	+40%	+$151K	﹤0.01%	318
2024 Q4	$373K	Buy	16,801 +1,396	+9%	+$31.6K	﹤0.01%	354
2024 Q3	$362K	Buy	15,405 +669	+5%	+$15.5K	﹤0.01%	312
2024 Q2	$331K	Buy	14,736 +195	+1%	+$4.34K	﹤0.01%	297
2024 Q1	$330K	Buy	14,541 +5,184	+55%	+$118K	﹤0.01%	279
2023 Q4	$216K	Buy	+9,357	New	+$208K	﹤0.01%	299

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Financial Engines Advisors's IBTM Position: Q1 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 26,658 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Financial Engines Advisors first reported a position in IBTM in Q4 2023 and has held it in 10 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Financial Engines Advisors held 26,658 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $611K as of Q1 2026.
Financial Engines Advisors bought 691 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $15.9K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #366 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.