MML Investors Services
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MML Investors Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

MML Investors Services’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 		$431K Sell
18,775
-1,452
-7% -$33.5K ﹤0.01% 2320
2025
Q4 		$467K Buy
20,227
+596
+3% +$13.8K ﹤0.01% 2305
2025
Q3 		$454K Buy
19,631
+8,214
+72% +$189K ﹤0.01% 2242
2025
Q2 		$263K Buy
+11,417
New +$260K ﹤0.01% 2507

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

MML Investors Services's IBTM Position: Q1 2026 in Review

MML Investors Services reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7.2% in Q1 2026, selling an estimated $33.5K and leaving 18,775 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

MML Investors Services first reported a position in IBTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $467K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • MML Investors Services held 18,775 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $431K as of Q1 2026.
  • MML Investors Services sold 1,452 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $33.5K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2320 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • MML Investors Services's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $467K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.