Gladstone Institutional Advisory’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Gladstone Institutional Advisory’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	$230K	Sell	10,126 -1,338	-12%	-$30.4K	0.01%	827
2026 Q1	$263K	Buy	11,464 +650	+6%	+$15K	0.01%	718
2025 Q4	$250K	Sell	10,814 -1,642	-13%	-$38.1K	0.01%	693
2025 Q3	$288K	Buy	+12,456	New	+$286K	0.01%	662

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gladstone Institutional Advisory's IBTM Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 12% in Q2 2026, selling an estimated $30.4K and leaving 10,126 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #827.

Gladstone Institutional Advisory first reported a position in IBTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $288K in Q3 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Gladstone Institutional Advisory held 10,126 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $230K as of Q2 2026.
Gladstone Institutional Advisory sold 1,338 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $30.4K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #827 holding.
Gladstone Institutional Advisory first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Gladstone Institutional Advisory's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $288K in Q3 2025.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.