IFP Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

IFP Advisors’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	$1.2M	Buy	53,019 +6,898	+15%	+$157K	0.02%	660
2026 Q1	$1.06M	Buy	46,121 +3,434	+8%	+$79.3K	0.02%	664
2025 Q4	$985K	Buy	42,687 +8,177	+24%	+$190K	0.02%	674
2025 Q3	$798K	Sell	34,510 -29,956	-46%	-$688K	0.02%	692
2025 Q2	$1.48M	Buy	64,466 +59,826	+1,289%	+$1.36M	0.04%	443
2025 Q1	$106K	Buy	4,640 +1,274	+38%	+$28.6K	﹤0.01%	1496
2024 Q4	$74.7K	Buy	3,366 +3,061	+1,004%	+$69.3K	﹤0.01%	1621
2024 Q3	$7.17K	Hold	305	–	–	﹤0.01%	2550
2024 Q2	$6.85K	Hold	305	–	–	﹤0.01%	2465
2024 Q1	$6.92K	Buy	+305	New	+$6.93K	﹤0.01%	2364

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IFP Advisors's IBTM Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 15% in Q2 2026, buying an estimated $157K and bringing the position to 53,019 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #660.

IFP Advisors first reported a position in IBTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.48M in Q2 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

IFP Advisors held 53,019 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.2M as of Q2 2026.
IFP Advisors bought 6,898 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $157K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #660 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
IFP Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.48M in Q2 2025.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.