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 Q2	$618K	Buy	27,226 +568	+2%	+$12.9K	﹤0.01%	375
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 $3.66B AUM 22.28% 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 $5.97B AUM 5.11% 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 $1.55B AUM 13.34% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors's IBTM Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 27,226 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Financial Engines Advisors first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Financial Engines Advisors held 27,226 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $618K as of Q2 2026.
Financial Engines Advisors bought 568 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $12.9K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #375 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.