Jim Saulnier & Associates’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Jim Saulnier & Associates’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	$220K	Buy	+9,613	New	+$222K	0.11%	135

Other funds holding IBTM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $18.1B AUM 24.63% 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

Jim Saulnier & Associates's IBTM Position: Q1 2026 in Review

Jim Saulnier & Associates opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 9,613 shares worth $220K. The stake represents 0.11% of the portfolio and ranks #135 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Jim Saulnier & Associates held 9,613 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $220K as of Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Jim Saulnier & Associates position in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.11% of Jim Saulnier & Associates's portfolio in Q1 2026, its #135 holding.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.