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Jaffetilchin Investment Partners’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Jaffetilchin Investment Partners’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 		$276K Buy
12,054
+74
+0.6% +$1.71K 0.02% 379
2025
Q4 		$276K Buy
11,980
+151
+1% +$3.5K 0.02% 378
2025
Q3 		$274K Buy
11,829
+118
+1% +$2.71K 0.02% 376
2025
Q2 		$270K Buy
11,711
+117
+1% +$2.66K 0.02% 362
2025
Q1 		$265K Buy
+11,594
New +$260K 0.02% 342

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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Jaffetilchin Investment Partners's IBTM Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.62% in Q1 2026, buying an estimated $1.71K and bringing the position to 12,054 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #379.

Jaffetilchin Investment Partners first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $276K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Jaffetilchin Investment Partners held 12,054 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $276K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 74 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $1.71K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #379 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Jaffetilchin Investment Partners's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $276K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.