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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
Q1 		$276K Buy
+12,030
New +$278K 0.11% 121

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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

MBA Advisors's IBTM Position: Q1 2026 in Review

MBA Advisors opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 12,030 shares worth $276K. The stake represents 0.11% of the portfolio and ranks #121 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • MBA Advisors held 12,030 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $276K as of Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new MBA Advisors position in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.11% of MBA Advisors's portfolio in Q1 2026, its #121 holding.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.