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 Q2	$3.58M	Sell	157,946 -2,162	-1%	-$49.2K	0.01%	918
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 $3.38B 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

NewEdge Advisors's IBTM Position: Q2 2026 in Review

NewEdge Advisors reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.4% in Q2 2026, selling an estimated $49.2K and leaving 157,946 shares worth $3.58M. The position accounts for 0.01% of the portfolio, ranked #918.

NewEdge Advisors first reported a position in IBTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.8M in Q3 2024. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

NewEdge Advisors held 157,946 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $3.58M as of Q2 2026.
NewEdge Advisors sold 2,162 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $49.2K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #918 holding.
NewEdge Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $18.8M in Q3 2024.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.