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Jacobi Capital Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Jacobi Capital 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
Q2 		$399K Buy
17,574
+118
+0.7% +$2.68K 0.02% 501
2026
Q1 		$400K Buy
17,456
+346
+2% +$7.99K 0.02% 473
2025
Q4 		$395K Buy
+17,110
New +$397K 0.02% 468
2025
Q3 		– Sell
-15,785
Closed -$364K – 605
2025
Q2 		$364K Buy
15,785
+338
+2% +$7.69K 0.02% 455
2025
Q1 		$354K Buy
15,447
+9
+0.1% +$202 0.03% 447
2024
Q4 		$343K Buy
15,438
+3,904
+34% +$88.4K 0.03% 440
2024
Q3 		$271K Buy
+11,534
New +$267K 0.02% 484

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

Jacobi Capital Management's IBTM Position: Q2 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.68% in Q2 2026, buying an estimated $2.68K and bringing the position to 17,574 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #501.

Jacobi Capital Management first reported a position in IBTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $400K in Q1 2026. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Jacobi Capital Management held 17,574 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $399K as of Q2 2026.
  • Jacobi Capital Management bought 118 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $2.68K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #501 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Jacobi Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $400K in Q1 2026.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.