LPL Financial
IBTM icon

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

LPL 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 		$3.84M Sell
169,364
-13,396
-7% -$305K ﹤0.01% 3046
2026
Q1 		$4.19M Buy
182,760
+13,803
+8% +$319K ﹤0.01% 2791
2025
Q4 		$3.9M Buy
168,957
+17,738
+12% +$411K ﹤0.01% 2765
2025
Q3 		$3.5M Buy
151,219
+52,063
+53% +$1.2M ﹤0.01% 2800
2025
Q2 		$2.28M Sell
99,156
-18,253
-16% -$415K ﹤0.01% 3003
2025
Q1 		$2.69M Buy
117,409
+20,540
+21% +$461K ﹤0.01% 2686
2024
Q4 		$2.15M Buy
96,869
+14,074
+17% +$319K ﹤0.01% 2790
2024
Q3 		$1.94M Sell
82,795
-6,657
-7% -$154K ﹤0.01% 2757
2024
Q2 		$2.01M Buy
89,452
+51,871
+138% +$1.15M ﹤0.01% 2596
2024
Q1 		$852K Buy
37,581
+6,196
+20% +$141K ﹤0.01% 3326
2023
Q4 		$725K Buy
31,385
+6,600
+27% +$146K ﹤0.01% 3344
2023
Q3 		$545K Buy
24,785
+4,942
+25% +$112K ﹤0.01% 3417
2023
Q2 		$461K Buy
+19,843
New +$469K ﹤0.01% 3513

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
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

LPL Financial's IBTM Position: Q2 2026 in Review

LPL Financial reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7.3% in Q2 2026, selling an estimated $305K and leaving 169,364 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #3046.

LPL Financial first reported a position in IBTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.19M in Q1 2026. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • LPL Financial held 169,364 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3.84M as of Q2 2026.
  • LPL Financial sold 13,396 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $305K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3046 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2023 and has held it in 13 quarters since.
  • LPL Financial's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $4.19M in Q1 2026.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.