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Titleist Asset Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Titleist Asset 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 		$9.97M Buy
439,395
+347,727
+379% +$7.91M 0.67% 42
2026
Q1 		$2.1M Buy
+91,668
New +$2.12M 0.16% 111

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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 $6.4B AUM 9.79% 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
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Titleist Asset Management's IBTM Position: Q2 2026 in Review

Titleist Asset Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 379% in Q2 2026, buying an estimated $7.91M and bringing the position to 439,395 shares worth $9.97M. The position accounts for 0.67% of the portfolio, ranked #42.

Titleist Asset Management first reported a position in IBTM in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Titleist Asset Management held 439,395 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $9.97M as of Q2 2026.
  • Titleist Asset Management bought 347,727 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $7.91M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.67% of Titleist Asset Management's portfolio in Q2 2026, its #42 holding.
  • Titleist Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.