Titleist Asset Management
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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
Q3 		$10.6M Buy
485,641
+46,246
+11% +$1.03M 0.68% 44
2026
Q2 		$10M 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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Yoder Wealth Management
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Cushing Capital Partners
Cushing Capital Partners Delafield, Wisconsin $163M AUM 11.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Titleist Asset Management's IBTM Position: Q3 2026 in Review

Titleist Asset Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 11% in Q3 2026, buying an estimated $1.03M and bringing the position to 485,641 shares worth $10.6M. The position accounts for 0.68% of the portfolio, ranked #44.

Titleist Asset Management first reported a position in IBTM in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

  • Titleist Asset Management held 485,641 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $10.6M as of Q3 2026.
  • Titleist Asset Management bought 46,246 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $1.03M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.68% of Titleist Asset Management's portfolio in Q3 2026, its #44 holding.
  • Titleist Asset Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Titleist Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.