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 Q3	$1.12M	Sell	51,355 -1,596	-3%	-$35.6K	0.04%	299
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Visionary Wealth Advisors's IBTM Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3% in Q3 2026, selling an estimated $35.6K and leaving 51,355 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #299.

Visionary Wealth Advisors first reported a position in IBTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.2M in Q2 2026. 68 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

Visionary Wealth Advisors held 51,355 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $1.12M as of Q3 2026.
Visionary Wealth Advisors sold 1,596 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $35.6K.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.04% of Visionary Wealth Advisors's portfolio in Q3 2026, its #299 holding.
Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
Visionary Wealth Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.2M in Q2 2026.
68 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.