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 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 $3.38B AUM 30.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Yoder Wealth Management's IBTM Position: Q2 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) stake by 40% in Q2 2026, buying an estimated $1.4M and bringing the position to 216,814 shares worth $4.92M. The position accounts for 1.92% of the portfolio, ranked #15.

Yoder Wealth Management first reported a position in IBTM in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold IBTM as of Q2 2026.

Yoder Wealth Management held 216,814 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $4.92M as of Q2 2026.
Yoder Wealth Management bought 61,484 iShares iBonds Dec 2032 Term Treasury ETF shares in Q2 2026, an estimated $1.4M.
iShares iBonds Dec 2032 Term Treasury ETF made up 1.92% of Yoder Wealth Management's portfolio in Q2 2026, its #15 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.