Jacobi Capital Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTM
Jacobi Capital Management's IBTM Position: Q3 2026 in Review
Jacobi Capital Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.68% in Q3 2026, buying an estimated $2.66K and bringing the position to 17,693 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #503.
Jacobi Capital Management first reported a position in IBTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $400K in Q1 2026. 75 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.
- Jacobi Capital Management held 17,693 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $385K as of Q3 2026.
- Jacobi Capital Management bought 119 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $2.66K.
- iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Jacobi Capital Management's portfolio in Q3 2026, its #503 holding.
- Jacobi Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
- Jacobi Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $400K in Q1 2026.
- 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.
Based on Jacobi Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.