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

Moulton 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
Q3 		$432K Sell
19,891
-510
-2% -$11.4K 0.29% 56
2026
Q2 		$461K Buy
20,401
+8,509
+72% +$194K 0.3% 58
2026
Q1 		$272K Buy
+11,892
New +$274K 0.19% 49

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
CFG
Clayton Financial Group St. Louis, Missouri $190M AUM 14.79% 1-Year Est. Return

Moulton Wealth Management's IBTM Position: Q3 2026 in Review

Moulton Wealth Management reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 2.5% in Q3 2026, selling an estimated $11.4K and leaving 19,891 shares worth $432K. The position accounts for 0.29% of the portfolio, ranked #56.

Moulton Wealth Management first reported a position in IBTM in Q1 2026 and has held it in 3 quarters since. The position peaked at $461K in Q2 2026. 13 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Moulton Wealth Management held 19,891 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $432K as of Q3 2026.
  • Moulton Wealth Management sold 510 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $11.4K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.29% of Moulton Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Moulton Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • Moulton Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $461K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Moulton Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.