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

Rebalance’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 		– Sell
-9,694
Closed -$224K – 106
2025
Q4 		$224K Buy
+9,694
New +$225K 0.01% 100

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
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 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 $6.4B AUM 9.79% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Rebalance's IBTM Position: Q1 2026 in Review

Rebalance sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026, closing a stake of 9,694 shares — an estimated $224K sold.

Rebalance first reported a position in IBTM in Q4 2025 and held it in 1 quarter. The position peaked at $224K in Q4 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Rebalance reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Rebalance sold 9,694 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $224K.
  • Rebalance first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Rebalance's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $224K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Rebalance's 13F filing for Q1 2026, filed 11 May 2026.