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Action Point Financial Planning’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Action Point Financial Planning’s Portfolio IBTO Stock Details IBTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.6K Buy
+3,464
New +$83.7K 0.01% 664

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Action Point Financial Planning's IBTO Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 3,464 shares worth $83.6K. The stake represents 0.01% of the portfolio and ranks #664 among its holdings.

83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Action Point Financial Planning held 3,464 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $83.6K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #664 holding.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.