Hartford Financial Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Hartford Financial 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
2025 Q1	–	Sell	-4,539	Closed	-$101K	–	368
2024 Q4	$101K	Sell	4,539 -2,358	-34%	-$53.4K	0.02%	184
2024 Q3	$162K	Sell	6,897 -2,457	-26%	-$56.9K	0.03%	159
2024 Q2	$210K	Sell	9,354 -6,501	-41%	-$145K	0.05%	154
2024 Q1	$359K	Sell	15,855 -272,059	-94%	-$6.18M	0.08%	143
2023 Q4	$6.65M	Buy	287,914 +3,158	+1%	+$70K	1.51%	14
2023 Q3	$6.26M	Sell	284,756 -2,630	-0.9%	-$59.6K	1.6%	15
2023 Q2	$6.68M	Buy	287,386 +16,343	+6%	+$386K	1.65%	12
2023 Q1	$6.47M	Buy	+271,043	New	+$6.38M	1.67%	8

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

CIM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hartford Financial Management's IBTM Position: Q1 2025 in Review

Hartford Financial Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2025, closing a stake of 4,539 shares — an estimated $101K sold.

Hartford Financial Management first reported a position in IBTM in Q1 2023 and held it in 8 quarters. The position peaked at $6.68M in Q2 2023. 73 funds tracked by Wall St. Rank hold IBTM as of Q1 2025.

Hartford Financial Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Hartford Financial Management sold 4,539 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2025, an estimated $101K.
Hartford Financial Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Hartford Financial Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $6.68M in Q2 2023.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2025.

Based on Hartford Financial Management's 13F filing for Q1 2025, filed 21 Apr 2025.