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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
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
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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Krilogy Financial's IBTM Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 6.9% in Q2 2026, buying an estimated $3.86M and bringing the position to 2,618,176 shares worth $59.4M. The position accounts for 1.76% of the portfolio, ranked #12.

Krilogy Financial first reported a position in IBTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $61.6M in Q4 2025. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Krilogy Financial held 2,618,176 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $59.4M as of Q2 2026.
  • Krilogy Financial bought 169,863 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $3.86M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 1.76% of Krilogy Financial's portfolio in Q2 2026, its #12 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $61.6M in Q4 2025.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.