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

Sanctuary 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
2026 Q2	–	Sell	-96,824	Closed	-$2.22M	–	2900
2026 Q1	$2.22M	Buy	96,824 +3,777	+4%	+$87.2K	0.01%	910
2025 Q4	$2.15M	Buy	93,047 +31,470	+51%	+$730K	0.01%	897
2025 Q3	$1.42M	Buy	61,577 +24,274	+65%	+$558K	0.01%	1087
2025 Q2	$859K	Buy	+37,303	New	+$848K	0.01%	1310

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

Sanctuary Advisors's IBTM Position: Q2 2026 in Review

Sanctuary Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q2 2026, closing a stake of 96,824 shares — an estimated $2.22M sold.

Sanctuary Advisors first reported a position in IBTM in Q2 2025 and held it in 4 quarters. The position peaked at $2.22M in Q1 2026. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Sanctuary Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Sanctuary Advisors sold 96,824 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $2.22M.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and held it in 4 quarters.
Sanctuary Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $2.22M in Q1 2026.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.