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JPL Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

JPL Wealth 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 		$153K Buy
+6,653
New +$154K 0.04% 134
2025
Q4 		– Sell
-6,504
Closed -$150K – 586
2025
Q3 		$150K Buy
+6,504
New +$149K 0.04% 141

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
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

JPL Wealth Management's IBTM Position: Q1 2026 in Review

JPL Wealth Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 6,653 shares worth $153K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IBTM as recently as Q3 2025.

JPL Wealth Management first reported a position in IBTM in Q3 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • JPL Wealth Management held 6,653 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $153K as of Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new JPL Wealth Management position in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.04% of JPL Wealth Management's portfolio in Q1 2026, its #134 holding.
  • JPL Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.