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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
Q2 		$248K Buy
10,923
+1,310
+14% +$29.8K 0.1% 140
2026
Q1 		$220K Buy
+9,613
New +$222K 0.11% 135

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

Jim Saulnier & Associates's IBTM Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 14% in Q2 2026, buying an estimated $29.8K and bringing the position to 10,923 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #140.

Jim Saulnier & Associates first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Jim Saulnier & Associates held 10,923 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $248K as of Q2 2026.
  • Jim Saulnier & Associates bought 1,310 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $29.8K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.1% of Jim Saulnier & Associates's portfolio in Q2 2026, its #140 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.