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

Truist Financial’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 		$10.2M Buy
449,649
+75,973
+20% +$1.73M 0.01% 640
2026
Q1 		$8.57M Buy
373,676
+15,013
+4% +$346K 0.01% 656
2025
Q4 		$8.28M Sell
358,663
-1,270
-0.4% -$29.4K 0.01% 663
2025
Q3 		$8.33M Buy
359,933
+12,112
+3% +$278K 0.01% 677
2025
Q2 		$8.01M Buy
347,821
+17,472
+5% +$397K 0.01% 659
2025
Q1 		$7.56M Buy
330,349
+2,973
+0.9% +$66.8K 0.01% 659
2024
Q4 		$7.27M Sell
327,376
-39,444
-11% -$893K 0.01% 675
2024
Q3 		$8.61M Buy
366,820
+10,716
+3% +$248K 0.01% 639
2024
Q2 		$7.99M Buy
356,104
+42,396
+14% +$944K 0.01% 676
2024
Q1 		$7.11M Buy
313,708
+20,172
+7% +$458K 0.01% 752
2023
Q4 		$6.78M Buy
+293,536
New +$6.51M 0.01% 749

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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

Truist Financial's IBTM Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 20% in Q2 2026, buying an estimated $1.73M and bringing the position to 449,649 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #640.

Truist Financial first reported a position in IBTM in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Truist Financial held 449,649 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $10.2M as of Q2 2026.
  • Truist Financial bought 75,973 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $1.73M.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #640 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.