PTC
IBTM icon

Private Trust Company’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Private Trust Company’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
Q1 		– Sell
-644
Closed -$14.3K – 2513
2024
Q4 		$14.3K Hold
644
– – ﹤0.01% 1619
2024
Q3 		$15.1K Hold
644
– – ﹤0.01% 1577
2024
Q2 		$14.5K Hold
644
– – ﹤0.01% 1564
2024
Q1 		$14.6K Buy
+644
New +$14.6K ﹤0.01% 1534

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Private Trust Company's IBTM Position: Q1 2025 in Review

Private Trust Company sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2025, closing a stake of 644 shares — an estimated $14.3K sold.

Private Trust Company first reported a position in IBTM in Q1 2024 and held it in 4 quarters. The position peaked at $15.1K in Q3 2024. 73 funds tracked by Wall St. Rank hold IBTM as of Q1 2025.

  • Private Trust Company reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 644 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2025, an estimated $14.3K.
  • Private Trust Company first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2024 and held it in 4 quarters.
  • Private Trust Company's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $15.1K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.