Wells Fargo
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Wells Fargo’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Wells Fargo’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 		$8.23M Buy
362,730
+11,659
+3% +$265K ﹤0.01% 2367
2026
Q1 		$8.05M Buy
351,071
+23,942
+7% +$553K ﹤0.01% 2211
2025
Q4 		$7.55M Buy
327,129
+31,387
+11% +$728K ﹤0.01% 2288
2025
Q3 		$6.84M Buy
295,742
+119,785
+68% +$2.75M ﹤0.01% 2319
2025
Q2 		$4.05M Buy
175,957
+5,006
+3% +$114K ﹤0.01% 2635
2025
Q1 		$3.91M Buy
170,951
+32,389
+23% +$727K ﹤0.01% 2609
2024
Q4 		$3.08M Sell
138,562
-32,537
-19% -$737K ﹤0.01% 2849
2024
Q3 		$4.02M Buy
171,099
+1,560
+0.9% +$36.1K ﹤0.01% 2527
2024
Q2 		$3.8M Buy
169,539
+3,218
+2% +$71.6K ﹤0.01% 2474
2024
Q1 		$3.77M Buy
166,321
+38,038
+30% +$864K ﹤0.01% 2475
2023
Q4 		$2.96M Buy
128,283
+19,699
+18% +$437K ﹤0.01% 2594
2023
Q3 		$2.39M Buy
108,584
+51,869
+91% +$1.18M ﹤0.01% 2661
2023
Q2 		$1.32M Buy
56,715
+9,764
+21% +$231K ﹤0.01% 3246
2023
Q1 		$1.12M Buy
46,951
+44,207
+1,611% +$1.04M ﹤0.01% 3296
2022
Q4 		$63.4K Sell
2,744
-411
-13% -$9.51K ﹤0.01% 4758
2022
Q3 		$73K Buy
+3,155
New +$77.5K ﹤0.01% 4767

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

Wells Fargo's IBTM Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 3.3% in Q2 2026, buying an estimated $265K and bringing the position to 362,730 shares worth $8.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Wells Fargo first reported a position in IBTM in Q3 2022 and has held it in 16 quarters since. 104 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

  • Wells Fargo held 362,730 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $8.23M as of Q2 2026.
  • Wells Fargo bought 11,659 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $265K.
  • iShares iBonds Dec 2032 Term Treasury ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2367 holding.
  • Wells Fargo first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q3 2022 and has held it in 16 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.