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 Q2	$151K	Hold	6,653	–	–	0.03%	145
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

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

JPL Wealth Management's IBTM Position: Q2 2026 in Review

JPL Wealth Management held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q2 2026 at 6,653 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #145.

JPL Wealth Management first reported a position in IBTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $153K in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

JPL Wealth Management held 6,653 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $151K as of Q2 2026.
JPL Wealth Management left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.03% of JPL Wealth Management's portfolio in Q2 2026, its #145 holding.
JPL Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
JPL Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $153K in Q1 2026.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.