James Investment Research’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

James Investment Research’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	$3.73M	Buy	164,188 +8,393	+5%	+$191K	0.38%	63
2026 Q1	$3.57M	Sell	155,795 -5,011	-3%	-$116K	0.4%	62
2025 Q4	$3.71M	Buy	160,806 +4,828	+3%	+$112K	0.41%	60
2025 Q3	$3.61M	Sell	155,978 -1,541	-1%	-$35.4K	0.39%	64
2025 Q2	$3.63M	Sell	157,519 -16,321	-9%	-$371K	0.43%	61
2025 Q1	$3.98M	Buy	173,840 +615	+0.4%	+$13.8K	0.51%	55
2024 Q4	$3.85M	Sell	173,225 -12,827	-7%	-$290K	0.46%	59
2024 Q3	$4.37M	Sell	186,052 -3,478	-2%	-$80.5K	0.5%	56
2024 Q2	$4.25M	Buy	189,530 +2,984	+2%	+$66.4K	0.51%	59
2024 Q1	$4.23M	Sell	186,546 -607	-0.3%	-$13.8K	0.5%	61
2023 Q4	$4.33M	Buy	+187,153	New	+$4.15M	0.54%	59

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

James Investment Research's IBTM Position: Q2 2026 in Review

James Investment Research increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 5.4% in Q2 2026, buying an estimated $191K and bringing the position to 164,188 shares worth $3.73M. The position accounts for 0.38% of the portfolio, ranked #63.

James Investment Research first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.37M in Q3 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

James Investment Research held 164,188 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3.73M as of Q2 2026.
James Investment Research bought 8,393 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $191K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.38% of James Investment Research's portfolio in Q2 2026, its #63 holding.
James Investment Research first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
James Investment Research's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.37M in Q3 2024.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.