Allworth Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Allworth Financial’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	$20.6K	Buy	+846	New	+$20.8K	﹤0.01%	2985
2025 Q4	–	Sell	-846	Closed	-$20.9K	–	5152
2025 Q3	$20.9K	Hold	846	–	–	﹤0.01%	2683
2025 Q2	$20.7K	Hold	846	–	–	﹤0.01%	2493
2025 Q1	$20.5K	Hold	846	–	–	﹤0.01%	2068
2024 Q4	$20K	Hold	846	–	–	﹤0.01%	2104
2024 Q3	$21.2K	Hold	846	–	–	﹤0.01%	1870
2024 Q2	$20.5K	Hold	846	–	–	﹤0.01%	1867
2024 Q1	$20.6K	Hold	846	–	–	﹤0.01%	1759
2023 Q4	$21K	Buy	+846	New	+$20.1K	﹤0.01%	1624

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

Allworth Financial's IBTO Position: Q1 2026 in Review

Allworth Financial opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026: 846 shares worth $20.6K. The stake represents ﹤0.01% of the portfolio and ranks #2985 among its holdings. This is a return to the name: Allworth Financial previously reported a position in IBTO as recently as Q3 2025.

Allworth Financial first reported a position in IBTO in Q4 2023 and has held it in 9 quarters since. The position peaked at $21.2K in Q3 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Allworth Financial held 846 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $20.6K as of Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Allworth Financial position in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2985 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
Allworth Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $21.2K in Q3 2024.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.