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Krilogy Financial’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Krilogy Financial’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
Q3 		$55.5M Sell
2,550,327
-67,849
-3% -$1.51M 1.51% 14
2026
Q2 		$59.4M Buy
2,618,176
+169,863
+7% +$3.86M 1.76% 12
2026
Q1 		$56.1M Sell
2,448,313
-227,703
-9% -$5.25M 1.81% 11
2025
Q4 		$61.6M Buy
2,676,016
+190,190
+8% +$4.41M 2.1% 9
2025
Q3 		$57.3M Buy
2,485,826
+446,103
+22% +$10.3M 2.15% 8
2025
Q2 		$47M Buy
2,039,723
+59,855
+3% +$1.36M 2.69% 8
2025
Q1 		$45.3M Buy
1,979,868
+358,905
+22% +$8.06M 2.94% 7
2024
Q4 		$36M Sell
1,620,963
-154,073
-9% -$3.49M 2.4% 9
2024
Q3 		$41.7M Buy
1,775,036
+55,101
+3% +$1.28M 2.87% 5
2024
Q2 		$38.6M Buy
1,719,935
+103,325
+6% +$2.3M 2.85% 6
2024
Q1 		$36.6M Buy
1,616,610
+80,809
+5% +$1.84M 2.81% 5
2023
Q4 		$35.5M Sell
1,535,801
-98,279
-6% -$2.18M 3.02% 5
2023
Q3 		$35.9M Buy
1,634,080
+413,651
+34% +$9.38M 3.29% 5
2023
Q2 		$28.4M Buy
1,220,429
+60,910
+5% +$1.44M 2.55% 10
2023
Q1 		$27.7M Buy
+1,159,519
New +$27.3M 2.33% 9

Other funds holding IBTM

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Krilogy Financial's IBTM Position: Q3 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.6% in Q3 2026, selling an estimated $1.51M and leaving 2,550,327 shares worth $55.5M. The position accounts for 1.51% of the portfolio, ranked #14.

Krilogy Financial first reported a position in IBTM in Q1 2023 and has held it in 15 quarters since. The position peaked at $61.6M in Q4 2025. 13 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Krilogy Financial held 2,550,327 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $55.5M as of Q3 2026.
  • Krilogy Financial sold 67,849 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $1.51M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 1.51% of Krilogy Financial's portfolio in Q3 2026, its #14 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and has held it in 15 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $61.6M in Q4 2025.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.