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 Q2	–	Sell	-846	Closed	-$20.6K	–	5279
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 $2.97B AUM 23.94% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

CCG

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Allworth Financial's IBTO Position: Q2 2026 in Review

Allworth Financial sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 846 shares — an estimated $20.6K sold.

Allworth Financial first reported a position in IBTO in Q4 2023 and held it in 9 quarters. The position peaked at $21.2K in Q3 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Allworth Financial reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 846 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $20.6K.
Allworth Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and held it in 9 quarters.
Allworth Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $21.2K in Q3 2024.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.