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Harmony Asset Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Harmony Asset Management’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
Q1 		$883K Sell
38,527
-387
-1% -$8.93K 0.27% 92
2025
Q4 		$898K Sell
38,914
-156
-0.4% -$3.62K 0.3% 84
2025
Q3 		$904K Buy
+39,070
New +$898K 0.31% 80

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Harmony Asset Management's IBTM Position: Q1 2026 in Review

Harmony Asset Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.99% in Q1 2026, selling an estimated $8.93K and leaving 38,527 shares worth $883K. The position accounts for 0.27% of the portfolio, ranked #92.

Harmony Asset Management first reported a position in IBTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $904K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Harmony Asset Management held 38,527 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $883K as of Q1 2026.
  • Harmony Asset Management sold 387 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $8.93K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.27% of Harmony Asset Management's portfolio in Q1 2026, its #92 holding.
  • Harmony Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Harmony Asset Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $904K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.