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HeadInvest LLC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

HeadInvest LLC’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 		$468K Sell
20,602
-177
-0.9% -$4.03K 0.09% 153
2026
Q1 		$476K Sell
20,779
-1,954
-9% -$45.1K 0.1% 149
2025
Q4 		$525K Sell
22,733
-12,968
-36% -$301K 0.1% 146
2025
Q3 		$826K Hold
35,701
– – 0.17% 106
2025
Q2 		$822K Hold
35,701
– – 0.18% 106
2025
Q1 		$817K Sell
35,701
-1,125
-3% -$25.3K 0.16% 114
2024
Q4 		$818K Hold
36,826
– – 0.15% 110
2024
Q3 		$865K Hold
36,826
– – 0.16% 108
2024
Q2 		$826K Hold
36,826
– – 0.16% 105
2024
Q1 		$835K Buy
36,826
+7,688
+26% +$175K 0.16% 101
2023
Q4 		$673K Buy
29,138
+5,418
+23% +$120K 0.14% 112
2023
Q3 		$516K Hold
23,720
– – 0.11% 123
2023
Q2 		$536K Buy
23,720
+1,900
+9% +$44.9K 0.12% 126
2023
Q1 		$521K Buy
21,820
+2,165
+11% +$51K 0.11% 131
2022
Q4 		$454K Buy
19,655
+4,240
+28% +$98.1K 0.1% 145
2022
Q3 		$358K Buy
+15,415
New +$379K 0.09% 156

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HeadInvest LLC's IBTM Position: Q2 2026 in Review

HeadInvest LLC reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.85% in Q2 2026, selling an estimated $4.03K and leaving 20,602 shares worth $468K. The position accounts for 0.09% of the portfolio, ranked #153.

HeadInvest LLC first reported a position in IBTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $865K in Q3 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • HeadInvest LLC held 20,602 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $468K as of Q2 2026.
  • HeadInvest LLC sold 177 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $4.03K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.09% of HeadInvest LLC's portfolio in Q2 2026, its #153 holding.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • HeadInvest LLC's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $865K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.