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

NewEdge 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 Q1	$3.67M	Sell	160,108 -12,074	-7%	-$279K	0.01%	816
2025 Q4	$3.97M	Buy	172,182 +8,191	+5%	+$190K	0.01%	757
2025 Q3	$3.79M	Sell	163,991 -196,165	-54%	-$4.51M	0.02%	739
2025 Q2	$8.29M	Buy	360,156 +17,906	+5%	+$407K	0.04%	412
2025 Q1	$7.83M	Sell	342,250 -492,991	-59%	-$11.1M	0.05%	377
2024 Q4	$18.5M	Buy	835,241 +34,100	+4%	+$772K	0.11%	185
2024 Q3	$18.8M	Buy	+801,141	New	+$18.5M	0.12%	180
2024 Q2	–	Sell	-85	Closed	-$1.92K	–	3894
2024 Q1	$1.92K	Buy	+85	New	+$1.93K	﹤0.01%	3382

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

NewEdge Advisors's IBTM Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 7% in Q1 2026, selling an estimated $279K and leaving 160,108 shares worth $3.67M. The position accounts for 0.01% of the portfolio, ranked #816.

NewEdge Advisors first reported a position in IBTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $18.8M in Q3 2024. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

NewEdge Advisors held 160,108 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3.67M as of Q1 2026.
NewEdge Advisors sold 12,074 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $279K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #816 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 8 quarters since.
NewEdge Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $18.8M in Q3 2024.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.