Great Diamond Partners
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Great Diamond Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Great Diamond Partners’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 		$347K Buy
15,973
+4,121
+35% +$92K 0.06% 203
2026
Q2 		$269K Buy
+11,852
New +$270K 0.05% 213

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Titleist Asset Management
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Truist Financial
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Legacy Private Trust
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Great Diamond Partners's IBTM Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 35% in Q3 2026, buying an estimated $92K and bringing the position to 15,973 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #203.

Great Diamond Partners first reported a position in IBTM in Q2 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Great Diamond Partners held 15,973 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $347K as of Q3 2026.
  • Great Diamond Partners bought 4,121 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $92K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.06% of Great Diamond Partners's portfolio in Q3 2026, its #203 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.