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 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 $3.11B 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

Sanctuary Advisors's IBTM Position: Q1 2026 in Review

Sanctuary Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 4.1% in Q1 2026, buying an estimated $87.2K and bringing the position to 96,824 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #910.

Sanctuary Advisors first reported a position in IBTM in Q2 2025 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Sanctuary Advisors held 96,824 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2.22M as of Q1 2026.
Sanctuary Advisors bought 3,777 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $87.2K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #910 holding.
Sanctuary Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.