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

PFG 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
2025
Q3 		– Sell
-41,370
Closed -$953K – 827
2025
Q2 		$953K Buy
+41,370
New +$941K 0.04% 312

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PFG Advisors's IBTM Position: Q3 2025 in Review

PFG Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2025, closing a stake of 41,370 shares — an estimated $953K sold.

PFG Advisors first reported a position in IBTM in Q2 2025 and held it in 1 quarter. The position peaked at $953K in Q2 2025. 96 funds tracked by Wall St. Rank hold IBTM as of Q3 2025.

  • PFG Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • PFG Advisors sold 41,370 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2025, an estimated $953K.
  • PFG Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • PFG Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $953K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2025.

Based on PFG Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.