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Spectrum Wealth Counsel’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$50K Hold
2,183
– – 0.01% 171
2024
Q4 		$48.5K Hold
2,183
– – 0.01% 168
2024
Q3 		$51.3K Hold
2,183
– – 0.01% 167
2024
Q2 		$49K Buy
+2,183
New +$48.6K 0.01% 203

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spectrum Wealth Counsel's IBTM Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2025 at 2,183 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #171.

Spectrum Wealth Counsel first reported a position in IBTM in Q2 2024 and has held it in 4 quarters since. The position peaked at $51.3K in Q3 2024. 73 funds tracked by Wall St. Rank hold IBTM as of Q1 2025.

  • Spectrum Wealth Counsel held 2,183 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $50K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #171 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $51.3K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.