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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
Q2 		$1.2M Buy
52,951
+7,247
+16% +$165K 0.05% 284
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 $3.38B 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
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

Visionary Wealth Advisors's IBTM Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 52,951 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #284.

Visionary Wealth Advisors first reported a position in IBTM in Q2 2025 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Visionary Wealth Advisors held 52,951 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.2M as of Q2 2026.
  • Visionary Wealth Advisors bought 7,247 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $165K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of Visionary Wealth Advisors's portfolio in Q2 2026, its #284 holding.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.