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 Q2	$8.5M	Buy	374,409 +5,222	+1%	+$119K	0.2%	101
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

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

Snowden Capital Advisors's IBTM Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.4% in Q2 2026, buying an estimated $119K and bringing the position to 374,409 shares worth $8.5M. The position accounts for 0.2% of the portfolio, ranked #101.

Snowden Capital Advisors first reported a position in IBTM in Q3 2023 and has held it in 12 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Snowden Capital Advisors held 374,409 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.5M as of Q2 2026.
Snowden Capital Advisors bought 5,222 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $119K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.2% of Snowden Capital Advisors's portfolio in Q2 2026, its #101 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

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