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
2026 Q2	$13.8K	Buy	+609	New	+$13.8K	﹤0.01%	340
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

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

Logan Capital Management's IBTM Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 609 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBTM as recently as Q3 2025.

Logan Capital Management first reported a position in IBTM in Q3 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Logan Capital Management held 609 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $13.8K as of Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Logan Capital Management position in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #340 holding.
Logan Capital Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2024 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.