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Noble Wealth Management PBC’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Noble Wealth Management PBC’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 		– Sell
-1,500
Closed -$34.4K – 787
2026
Q1 		$34.4K Hold
1,500
– – 0.02% 303
2025
Q4 		$34.6K Hold
1,500
– – 0.02% 303
2025
Q3 		$34.7K Buy
+1,500
New +$34.5K 0.02% 288
2025
Q1 		$34.3K Hold
1,500
– – 0.02% 245
2024
Q4 		$33.3K Buy
+1,500
New +$34K 0.02% 228

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
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 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

Noble Wealth Management PBC's IBTM Position: Q2 2026 in Review

Noble Wealth Management PBC sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 1,500 shares — an estimated $34.4K sold.

Noble Wealth Management PBC first reported a position in IBTM in Q4 2024 and held it in 5 quarters. The position peaked at $34.7K in Q3 2025. 12 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Noble Wealth Management PBC reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 1,500 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $34.4K.
  • Noble Wealth Management PBC first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and held it in 5 quarters.
  • Noble Wealth Management PBC's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $34.7K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.