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Visionary Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Visionary Wealth Advisors’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 		$1.05M Buy
45,704
+855
+2% +$19.7K 0.05% 273
2025
Q4 		$1.03M Sell
44,849
-1,341
-3% -$31.1K 0.05% 267
2025
Q3 		$1.07M Buy
46,190
+10,936
+31% +$251K 0.05% 261
2025
Q2 		$812K Buy
+35,254
New +$802K 0.04% 300

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
Morgan Stanley
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
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
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

Visionary Wealth Advisors's IBTM Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 1.9% in Q1 2026, buying an estimated $19.7K and bringing the position to 45,704 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #273.

Visionary Wealth Advisors first reported a position in IBTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

  • Visionary Wealth Advisors held 45,704 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.05M as of Q1 2026.
  • Visionary Wealth Advisors bought 855 iShares iBonds Dec 2032 Term Treasury ETF shares in Q1 2026, an estimated $19.7K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 4 quarters since.
  • Visionary Wealth Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.07M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.