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Strait & Sound Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Strait & Sound Wealth Management’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 		$266K Buy
11,702
+2,148
+22% +$48.9K 0.09% 133
2026
Q1 		$219K Buy
+9,554
New +$220K 0.08% 152

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Strait & Sound Wealth Management's IBTM Position: Q2 2026 in Review

Strait & Sound Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 22% in Q2 2026, buying an estimated $48.9K and bringing the position to 11,702 shares worth $266K. The position accounts for 0.09% of the portfolio, ranked #133.

Strait & Sound Wealth Management first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Strait & Sound Wealth Management held 11,702 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $266K as of Q2 2026.
  • Strait & Sound Wealth Management bought 2,148 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $48.9K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.09% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Strait & Sound Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.