MBA Advisors
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MBA Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

MBA Advisors’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
Q3 		$375K Buy
+17,270
New +$386K 0.12% 113
2026
Q2 		– Sell
-12,030
Closed -$276K – 167
2026
Q1 		$276K Buy
+12,030
New +$278K 0.11% 121

Other funds holding IBTM

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MBA Advisors's IBTM Position: Q3 2026 in Review

MBA Advisors opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 17,270 shares worth $375K. The stake represents 0.12% of the portfolio and ranks #113 among its holdings. This is a return to the name: MBA Advisors previously reported a position in IBTM as recently as Q1 2026.

MBA Advisors first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • MBA Advisors held 17,270 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $375K as of Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new MBA Advisors position in Q3 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.12% of MBA Advisors's portfolio in Q3 2026, its #113 holding.
  • MBA Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on MBA Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.