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Logan Capital Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Logan Capital 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
2025
Q4 		– Sell
-298
Closed -$6.89K – 364
2025
Q3 		$6.89K Buy
298
+29
+11% +$666 ﹤0.01% 363
2025
Q2 		$6.19K Hold
269
– – ﹤0.01% 366
2025
Q1 		$6.15K Hold
269
– – ﹤0.01% 447
2024
Q4 		$5.97K Hold
269
– – ﹤0.01% 426
2024
Q3 		$6.31K Buy
+269
New +$6.22K ﹤0.01% 418

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Logan Capital Management's IBTM Position: Q4 2025 in Review

Logan Capital Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2025, closing a stake of 298 shares — an estimated $6.89K sold.

Logan Capital Management first reported a position in IBTM in Q3 2024 and held it in 5 quarters. The position peaked at $6.89K in Q3 2025. 98 funds tracked by Wall St. Rank hold IBTM as of Q4 2025.

  • Logan Capital Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 298 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2025, an estimated $6.89K.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and held it in 5 quarters.
  • Logan Capital Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $6.89K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.