Advisory Services Network’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Advisory Services Network’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 Q1	$48.5K	Buy	+1,989	New	+$48.8K	﹤0.01%	2639
2025 Q4	–	Sell	-1,105	Closed	-$27.2K	–	2975
2025 Q3	$27.2K	Buy	+1,105	New	+$27K	﹤0.01%	2794

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisory Services Network's IBTO Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026: 1,989 shares worth $48.5K. The stake represents ﹤0.01% of the portfolio and ranks #2639 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in IBTO as recently as Q3 2025.

Advisory Services Network first reported a position in IBTO in Q3 2025 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Advisory Services Network held 1,989 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $48.5K as of Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Advisory Services Network position in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2639 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.