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
Q2 		$515K Buy
22,689
+3,914
+21% +$89K ﹤0.01% 2448
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 $3.66B AUM 22.28% 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 $5.97B AUM 5.11% 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 $1.55B AUM 13.34% 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 22.9% 1-Year Est. Return

MML Investors Services's IBTM Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 21% in Q2 2026, buying an estimated $89K and bringing the position to 22,689 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

MML Investors Services first reported a position in IBTM in Q2 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • MML Investors Services held 22,689 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $515K as of Q2 2026.
  • MML Investors Services bought 3,914 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $89K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2448 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.