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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
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

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

Moulton Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 72% in Q2 2026, buying an estimated $194K and bringing the position to 20,401 shares worth $461K. The position accounts for 0.3% of the portfolio, ranked #58.

Moulton Wealth Management first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Moulton Wealth Management held 20,401 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $461K as of Q2 2026.
  • Moulton Wealth Management bought 8,509 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $194K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.3% of Moulton Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Moulton Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.