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 Q2	$269K	Buy	+11,852	New	+$270K	0.05%	213

Other funds holding IBTM

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

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Great Diamond Partners's IBTM Position: Q2 2026 in Review

Great Diamond Partners opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 11,852 shares worth $269K. The stake represents 0.05% of the portfolio and ranks #213 among its holdings.

12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Great Diamond Partners held 11,852 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $269K as of Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Great Diamond Partners position in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of Great Diamond Partners's portfolio in Q2 2026, its #213 holding.
12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.