IAIM
IBTM icon

International Assets Investment Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

International Assets Investment 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 		$29.7K Hold
1,300
– – ﹤0.01% 1382
2025
Q4 		$30K Buy
+1,300
New +$30.1K ﹤0.01% 1367

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

International Assets Investment Management's IBTM Position: Q1 2026 in Review

International Assets Investment Management held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 1,300 shares worth $29.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

International Assets Investment Management first reported a position in IBTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $30K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • International Assets Investment Management held 1,300 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $29.7K as of Q1 2026.
  • International Assets Investment Management left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q1 2026, its #1382 holding.
  • International Assets Investment Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • International Assets Investment Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $30K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.