Thoroughbred Financial Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Thoroughbred Financial Services’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	$2.49M	Buy	108,602 +10,101	+10%	+$233K	0.15%	133
2025 Q4	$2.27M	Sell	98,501 -46	-0%	-$1.07K	0.13%	145
2025 Q3	$2.28M	Buy	98,547 +36,512	+59%	+$839K	0.14%	149
2025 Q2	$1.43M	Buy	62,035 +12,412	+25%	+$282K	0.1%	200
2025 Q1	$1.14M	Buy	49,623 +16,594	+50%	+$373K	0.07%	268
2024 Q4	$733K	Buy	33,029 +12,884	+64%	+$292K	0.04%	339
2024 Q3	$473K	Buy	20,145 +7,607	+61%	+$176K	0.03%	406
2024 Q2	$281K	Buy	+12,538	New	+$279K	0.02%	518

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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 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

Thoroughbred Financial Services's IBTM Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 10% in Q1 2026, buying an estimated $233K and bringing the position to 108,602 shares worth $2.49M. The position accounts for 0.15% of the portfolio, ranked #133.

Thoroughbred Financial Services first reported a position in IBTM in Q2 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Thoroughbred Financial Services held 108,602 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $2.49M as of Q1 2026.
Thoroughbred Financial Services bought 10,101 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $233K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.15% of Thoroughbred Financial Services's portfolio in Q1 2026, its #133 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.