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 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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 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

Jacobi Capital Management's IBTM Position: Q1 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2% in Q1 2026, buying an estimated $7.99K and bringing the position to 17,456 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #473.

Jacobi Capital Management first reported a position in IBTM in Q3 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Jacobi Capital Management held 17,456 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $400K as of Q1 2026.
Jacobi Capital Management bought 346 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $7.99K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Jacobi Capital Management's portfolio in Q1 2026, its #473 holding.
Jacobi Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Jacobi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.