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Wealthspire Advisors (New York)’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-1,819
Closed -$42.1K – 1896
2025
Q3 		$42.1K Buy
+1,819
New +$41.8K ﹤0.01% 1312

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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBTM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2025, closing a stake of 1,819 shares — an estimated $42.1K sold.

Wealthspire Advisors (New York) first reported a position in IBTM in Q3 2025 and held it in 1 quarter. The position peaked at $42.1K in Q3 2025. 98 funds tracked by Wall St. Rank hold IBTM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,819 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2025, an estimated $42.1K.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2032 Term Treasury ETF position peaked at $42.1K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.