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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
Q1 		$219K Buy
+9,554
New +$220K 0.08% 152

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
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 $74.2B AUM 21.09% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Strait & Sound Wealth Management's IBTM Position: Q1 2026 in Review

Strait & Sound Wealth Management opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2026: 9,554 shares worth $219K. The stake represents 0.08% of the portfolio and ranks #152 among its holdings.

115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Strait & Sound Wealth Management held 9,554 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $219K as of Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF was a new Strait & Sound Wealth Management position in Q1 2026.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.08% of Strait & Sound Wealth Management's portfolio in Q1 2026, its #152 holding.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.