Park Avenue Securities’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Park Avenue Securities’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	$4.04M	Buy	177,908 +10,195	+6%	+$232K	0.03%	438
2026 Q1	$3.85M	Buy	167,713 +4,273	+3%	+$98.6K	0.03%	378
2025 Q4	$3.77M	Buy	163,440 +2,421	+2%	+$56.1K	0.03%	353
2025 Q3	$3.72M	Sell	161,019 -3,187	-2%	-$73.2K	0.03%	383
2025 Q2	$3.78M	Buy	164,206 +5,275	+3%	+$120K	0.03%	333
2025 Q1	$3.64M	Sell	158,931 -41,083	-21%	-$922K	0.04%	258
2024 Q4	$4.44M	Sell	200,014 -21,853	-10%	-$495K	0.05%	269
2024 Q3	$5.21M	Sell	221,867 -31,867	-13%	-$737K	0.06%	210
2024 Q2	$5.69M	Buy	253,734 +31,862	+14%	+$709K	0.07%	190
2024 Q1	$5.03M	Buy	221,872 +28,259	+15%	+$642K	0.07%	198
2023 Q4	$4.47M	Buy	193,613 +70,153	+57%	+$1.56M	0.06%	199
2023 Q3	$2.71M	Buy	+123,460	New	+$2.8M	0.04%	255

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

Park Avenue Securities's IBTM Position: Q2 2026 in Review

Park Avenue Securities increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 6.1% in Q2 2026, buying an estimated $232K and bringing the position to 177,908 shares worth $4.04M. The position accounts for 0.03% of the portfolio, ranked #438.

Park Avenue Securities first reported a position in IBTM in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.69M in Q2 2024. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Park Avenue Securities held 177,908 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.04M as of Q2 2026.
Park Avenue Securities bought 10,195 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $232K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.03% of Park Avenue Securities's portfolio in Q2 2026, its #438 holding.
Park Avenue Securities first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Park Avenue Securities's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $5.69M in Q2 2024.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.