Keeler Thomas Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Keeler Thomas 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	$292K	Sell	12,755 -38,089	-75%	-$879K	0.12%	106
2025 Q4	$1.17M	Buy	50,844 +1,813	+4%	+$42K	0.56%	63
2025 Q3	$1.13M	Sell	49,031 -149	-0.3%	-$3.42K	0.46%	67
2025 Q2	$1.13M	Buy	49,180 +10,695	+28%	+$243K	0.49%	76
2025 Q1	$881K	Buy	+38,485	New	+$864K	0.43%	61

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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 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 $16.5B AUM 19.94% 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

Keeler Thomas Management's IBTM Position: Q1 2026 in Review

Keeler Thomas Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 75% in Q1 2026, selling an estimated $879K and leaving 12,755 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #106.

Keeler Thomas Management first reported a position in IBTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Keeler Thomas Management held 12,755 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $292K as of Q1 2026.
Keeler Thomas Management sold 38,089 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $879K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.12% of Keeler Thomas Management's portfolio in Q1 2026, its #106 holding.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Keeler Thomas Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.17M in Q4 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.