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 Q2	–	Sell	-12,755	Closed	-$292K	–	145
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 $3.38B 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

Keeler Thomas Management's IBTM Position: Q2 2026 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 12,755 shares — an estimated $292K sold.

Keeler Thomas Management first reported a position in IBTM in Q1 2025 and held it in 5 quarters. The position peaked at $1.17M in Q4 2025. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Keeler Thomas Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Keeler Thomas Management sold 12,755 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $292K.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and held it in 5 quarters.
Keeler Thomas Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.17M in Q4 2025.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.