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Old Mission Investment Co’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Old Mission Investment Co’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 		$238K Buy
10,485
+1,105
+12% +$25.1K 0.05% 146
2026
Q1 		$215K Buy
+9,380
New +$216K 0.05% 137

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
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
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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Old Mission Investment Co's IBTM Position: Q2 2026 in Review

Old Mission Investment Co increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 12% in Q2 2026, buying an estimated $25.1K and bringing the position to 10,485 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #146.

Old Mission Investment Co first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Old Mission Investment Co held 10,485 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $238K as of Q2 2026.
  • Old Mission Investment Co bought 1,105 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $25.1K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of Old Mission Investment Co's portfolio in Q2 2026, its #146 holding.
  • Old Mission Investment Co first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.