XY Planning Network’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

XY Planning Network’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	$456K	Buy	+20,965	New	+$468K	0.05%	256

Other funds holding IBTM

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

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

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

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $148M AUM 13.1% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

XY Planning Network's IBTM Position: Q3 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2026: 20,965 shares worth $456K. The stake represents 0.05% of the portfolio and ranks #256 among its holdings.

14 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

XY Planning Network held 20,965 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $456K as of Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF was a new XY Planning Network position in Q3 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #256 holding.
14 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.