Private Advisor Group’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Private Advisor Group’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 Q1	$1.13M	Buy	49,377 +1,581	+3%	+$36.5K	0.01%	1341
2025 Q4	$1.1M	Buy	47,796 +10,954	+30%	+$254K	0.01%	1355
2025 Q3	$852K	Buy	36,842 +14,869	+68%	+$342K	﹤0.01%	1462
2025 Q2	$506K	Hold	21,973	–	–	﹤0.01%	1683
2025 Q1	$503K	Buy	21,973 +973	+5%	+$21.8K	﹤0.01%	1595
2024 Q4	$466K	Hold	21,000	–	–	﹤0.01%	1618
2024 Q3	$493K	Buy	21,000 +5,300	+34%	+$123K	﹤0.01%	1622
2024 Q2	$352K	Hold	15,700	–	–	﹤0.01%	1774
2024 Q1	$356K	Buy	+15,700	New	+$357K	﹤0.01%	1733

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Private Advisor Group's IBTM Position: Q1 2026 in Review

Private Advisor Group increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3.3% in Q1 2026, buying an estimated $36.5K and bringing the position to 49,377 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1341.

Private Advisor Group first reported a position in IBTM in Q1 2024 and has held it in 9 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Private Advisor Group held 49,377 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.13M as of Q1 2026.
Private Advisor Group bought 1,581 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $36.5K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1341 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.