GMFG
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Greater Midwest Financial Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Greater Midwest Financial Group’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 		$306K Hold
13,476
– – 0.15% 53
2026
Q1 		$309K Sell
13,476
-513
-4% -$11.8K 0.17% 51
2025
Q4 		$323K Buy
13,989
+185
+1% +$4.29K 0.18% 50
2025
Q3 		$319K Sell
13,804
-24,691
-64% -$567K 0.21% 46
2025
Q2 		$887K Buy
38,495
+638
+2% +$14.5K 0.68% 30
2025
Q1 		$867K Sell
37,857
-2,346
-6% -$52.7K 0.6% 31
2024
Q4 		$893K Buy
40,203
+714
+2% +$16.2K 0.56% 30
2024
Q3 		$927K Sell
39,489
-664
-2% -$15.4K 0.54% 33
2024
Q2 		$937K Buy
40,153
+2,891
+8% +$64.3K 0.59% 29
2024
Q1 		$845K Sell
37,262
-1,030
-3% -$23.4K 0.53% 32
2023
Q4 		$885K Buy
+38,292
New +$849K 0.6% 30

Other funds holding IBTM

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Greater Midwest Financial Group's IBTM Position: Q2 2026 in Review

Greater Midwest Financial Group held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 13,476 shares worth $306K. The position accounts for 0.15% of the portfolio, ranked #53.

Greater Midwest Financial Group first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $937K in Q2 2024. 26 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Greater Midwest Financial Group held 13,476 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $306K as of Q2 2026.
  • Greater Midwest Financial Group left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.15% of Greater Midwest Financial Group's portfolio in Q2 2026, its #53 holding.
  • Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $937K in Q2 2024.
  • 26 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.