Yoder Wealth Management’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Yoder Wealth Management’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	$5.83M	Buy	268,144 +51,330	+24%	+$1.15M	2.2%	13
2026 Q2	$4.92M	Buy	216,814 +61,484	+40%	+$1.4M	1.92%	15
2026 Q1	$3.56M	Buy	155,330 +54,950	+55%	+$1.27M	1.62%	21
2025 Q4	$2.32M	Buy	100,380 +32,158	+47%	+$746K	1.05%	29
2025 Q3	$1.58M	Buy	68,222 +15,940	+30%	+$366K	0.75%	41
2025 Q2	$1.2M	Buy	52,282 +16,380	+46%	+$372K	0.63%	44
2025 Q1	$822K	Sell	35,902 -700	-2%	-$15.7K	0.46%	50
2024 Q4	$813K	Buy	+36,602	New	+$829K	0.45%	49

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

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

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

MWM

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

Yoder Wealth Management's IBTM Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 24% in Q3 2026, buying an estimated $1.15M and bringing the position to 268,144 shares worth $5.83M. The position accounts for 2.2% of the portfolio, ranked #13.

Yoder Wealth Management first reported a position in IBTM in Q4 2024 and has held it in 8 quarters since. 19 funds tracked by Wall St. Rank hold IBTM as of Q3 2026.

Yoder Wealth Management held 268,144 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $5.83M as of Q3 2026.
Yoder Wealth Management bought 51,330 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2026, an estimated $1.15M.
iShares iBonds Dec 2032 Term Treasury ETF made up 2.2% of Yoder Wealth Management's portfolio in Q3 2026, its #13 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
19 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.