IBTM — ISHARES IBNDS DEC 2032 TT
As of Q2 2026, 7 SEC-registered investment managers reported holding IBTM (ISHARES IBNDS DEC 2032 TT) in their latest 13F filings, with a combined reported value of $58.51M across 2.58M shares. That is -3.8% by share count (-101.02K shares) versus the previous quarter, while reported value moved -4.8%. Ownership is concentrated: the five largest holders account for 98.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 976.16K | $22.15M | 0.00% | Reduce |
| Morgan Stanley history | 885.35K | $20.09M | 0.00% | Add |
| Wells Fargo & Co history | 362.73K | $8.23M | 0.00% | Add |
| Bank of America Corp history | 203.43K | $4.62M | 0.00% | Add |
| Goldman Sachs Group history | 121.45K | $2.76M | 0.00% | Add |
| AQR Capital Management history | 26.23K | $595.29K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.75K | $62.41K | 0.00% | New |
Q1 2026 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 995.71K | $22.83M | 0.00% | Add |
| Morgan Stanley history | 848.98K | $19.47M | 0.00% | Add |
| Wells Fargo & Co history | 351.07K | $8.05M | 0.00% | Add |
| Citadel Advisors history | 192.88K | $4.42M | 0.00% | Add |
| Bank of America Corp history | 187.99K | $4.31M | 0.00% | Reduce |
| Goldman Sachs Group history | 83.53K | $1.92M | 0.00% | Hold |
| AQR Capital Management history | 18.95K | $434.58K | 0.00% | Hold |
Q4 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 955.16K | $22.04M | 0.00% | Add |
| Morgan Stanley history | 826.45K | $19.07M | 0.00% | Hold |
| Wells Fargo & Co history | 327.13K | $7.55M | 0.00% | Add |
| Bank of America Corp history | 189.25K | $4.37M | 0.00% | Add |
| Citadel Advisors history | 98.61K | $2.28M | 0.00% | Add |
| Goldman Sachs Group history | 83.53K | $1.93M | 0.00% | Hold |
| AQR Capital Management history | 18.95K | $437.32K | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 830.49K | $19.21M | 0.00% | Add |
| Morgan Stanley history | 828.44K | $19.16M | 0.00% | Add |
| Wells Fargo & Co history | 295.74K | $6.84M | 0.00% | Add |
| Bank of America Corp history | 110.26K | $2.55M | 0.00% | Add |
| Goldman Sachs Group history | 83.53K | $1.93M | 0.00% | New |
| Citadel Advisors history | 32.52K | $752.28K | 0.00% | Reduce |
| AQR Capital Management history | 18.95K | $438.36K | 0.00% | New |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 807.78K | $18.60M | 0.00% | Reduce |
| Morgan Stanley history | 417.42K | $9.61M | 0.00% | Add |
| Wells Fargo & Co history | 175.96K | $4.05M | 0.00% | Add |
| Bank of America Corp history | 99.17K | $2.28M | 0.00% | Reduce |
| Citadel Advisors history | 90.22K | $2.08M | 0.00% | New |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 1.64M | $37.44M | 0.01% | Add |
| Morgan Stanley history | 397.69K | $9.10M | 0.00% | Add |
| JPMorgan Chase & Co history | 197.52K | $4.52M | 0.00% | New |
| Wells Fargo & Co history | 170.95K | $3.91M | 0.00% | Add |
| Bank of America Corp history | 109.35K | $2.50M | 0.00% | Add |
| Goldman Sachs Group history | 44.58K | $1.02M | 0.00% | Hold |
New Positions (Q2 2026)
- Fidelity Management & Research (FMR) 2.75K sh · $62.41K
Fully Exited (vs previous quarter)
- Citadel Advisors sold 192.88K sh · $4.42M
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 976.16K | 995.71K | 955.16K | 830.49K | 807.78K | 1.64M | 1.59M | 1.44M | 1.43M | 1.46M | 1.15M | 1.09M | 99.33K | 89.90K | 84 | — |
| Morgan Stanley | 885.35K | 848.98K | 826.45K | 828.44K | 417.42K | 397.69K | 374.30K | 324.86K | 313.44K | 312.54K | 286.62K | — | — | — | — | — |
| Wells Fargo & Co | 362.73K | 351.07K | 327.13K | 295.74K | 175.96K | 170.95K | 138.56K | 171.10K | 169.54K | 166.32K | 128.28K | 108.58K | 56.72K | 46.95K | 2.74K | 3.15K |
| Bank of America Corp | 203.43K | 187.99K | 189.25K | 110.26K | 99.17K | 109.35K | 97.27K | 6.60K | 88.11K | 16.52K | 115.02K | 28.06K | 11.43K | 5.70K | — | — |
| Goldman Sachs Group | 121.45K | 83.53K | 83.53K | 83.53K | — | 44.58K | 44.58K | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 26.23K | 18.95K | 18.95K | 18.95K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 2.75K | — | — | — | — | — | — | — | — | — | — | — | — | 4 | — | — |
| Citadel Advisors | — | 192.88K | 98.61K | 32.52K | 90.22K | — | 42.91K | 74.36K | 34.15K | 85.64K | 10.31K | — | — | — | 12.84K | 43.57K |
| JPMorgan Chase & Co | — | — | — | — | — | 197.52K | — | — | — | 5.08K | — | — | — | — | — | — |
| PNC Financial Services | — | — | — | — | — | — | — | — | — | 27 | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details