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

MONECO 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 Q2	$258K	Buy	+10,223	New	+$232K	0.02%	519

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

MONECO Advisors's IBTM Position: Q2 2026 in Review

MONECO Advisors opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026: 10,223 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #519 among its holdings.

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

MONECO Advisors held 10,223 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $258K as of Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new MONECO Advisors position in Q2 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #519 holding.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.