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

Snowden Capital 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 		$8.47M Buy
369,187
+4,132
+1% +$95.4K 0.23% 88
2025
Q4 		$8.42M Buy
365,055
+14,498
+4% +$336K 0.22% 95
2025
Q3 		$8.11M Buy
350,557
+301,781
+619% +$6.94M 0.22% 85
2025
Q2 		$1.12M Hold
48,776
– – 0.03% 476
2025
Q1 		$1.12M Buy
48,776
+1,820
+4% +$40.9K 0.04% 471
2024
Q4 		$1.04M Buy
46,956
+8,564
+22% +$194K 0.03% 498
2024
Q3 		$901K Buy
38,392
+7,690
+25% +$178K 0.03% 547
2024
Q2 		$689K Hold
30,702
– – 0.02% 631
2024
Q1 		$696K Hold
30,702
– – 0.02% 623
2023
Q4 		$710K Buy
30,702
+11,663
+61% +$259K 0.03% 543
2023
Q3 		$419K Buy
+19,039
New +$432K 0.02% 725

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return