Modern Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Modern Wealth Management’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	$544K	Buy	+23,976	New	+$545K	0.01%	694

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

Modern Wealth Management's IBTM Position: Q2 2026 in Review

Modern Wealth Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 23,976 shares worth $544K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

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

Modern Wealth Management held 23,976 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $544K as of Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #694 holding.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.