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

SignatureFD’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	$250K	Buy	11,010 +2,203	+25%	+$50.1K	﹤0.01%	980
2026 Q1	$202K	Hold	8,807	–	–	﹤0.01%	1005
2025 Q4	$203K	Hold	8,807	–	–	﹤0.01%	963
2025 Q3	$204K	Hold	8,807	–	–	﹤0.01%	952
2025 Q2	$203K	Hold	8,807	–	–	﹤0.01%	910
2025 Q1	$202K	Buy	+8,807	New	+$198K	﹤0.01%	878

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

SignatureFD's IBTM Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 25% in Q2 2026, buying an estimated $50.1K and bringing the position to 11,010 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

SignatureFD first reported a position in IBTM in Q1 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

SignatureFD held 11,010 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $250K as of Q2 2026.
SignatureFD bought 2,203 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $50.1K.
iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #980 holding.
SignatureFD first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.