Mather Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Mather Group’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	$86K	Buy	+3,788	New	+$86.1K	﹤0.01%	980

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

Mather Group's IBTM Position: Q2 2026 in Review

Mather Group opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 3,788 shares worth $86K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings.

104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Mather Group held 3,788 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $86K as of Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Mather Group position in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #980 holding.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.