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Venturi Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Venturi 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
2025
Q1 		– Sell
-733
Closed -$16.3K – 1174
2024
Q4 		$16.3K Buy
+733
New +$16.6K ﹤0.01% 1311

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
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 $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Venturi Wealth Management's IBTM Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q1 2025, closing a stake of 733 shares — an estimated $16.3K sold.

Venturi Wealth Management first reported a position in IBTM in Q4 2024 and held it in 1 quarter. The position peaked at $16.3K in Q4 2024. 73 funds tracked by Wall St. Rank hold IBTM as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 733 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2025, an estimated $16.3K.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $16.3K in Q4 2024.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.