LAM
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L2 Asset Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

L2 Asset 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 		$639K Buy
27,862
+171
+0.6% +$3.95K 0.06% 201
2025
Q4 		$639K Buy
27,691
+91
+0.3% +$2.11K 0.09% 186
2025
Q3 		$638K Buy
+27,600
New +$634K 0.09% 184

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
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

L2 Asset Management's IBTM Position: Q1 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 0.62% in Q1 2026, buying an estimated $3.95K and bringing the position to 27,862 shares worth $639K. The position accounts for 0.06% of the portfolio, ranked #201.

L2 Asset Management first reported a position in IBTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $639K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • L2 Asset Management held 27,862 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $639K as of Q1 2026.
  • L2 Asset Management bought 171 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $3.95K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.06% of L2 Asset Management's portfolio in Q1 2026, its #201 holding.
  • L2 Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • L2 Asset Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $639K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.