Ameriprise
IBTO icon

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

Ameriprise’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 		$8.61M Buy
357,210
+18,022
+5% +$436K ﹤0.01% 2149
2026
Q1 		$8.27M Buy
339,188
+205,347
+153% +$5.04M ﹤0.01% 2065
2025
Q4 		$3.29M Buy
133,841
+29,494
+28% +$729K ﹤0.01% 2736
2025
Q3 		$2.55M Buy
+104,347
New +$2.55M ﹤0.01% 2883

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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise's IBTO Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 5.3% in Q2 2026, buying an estimated $436K and bringing the position to 357,210 shares worth $8.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2149.

Ameriprise first reported a position in IBTO in Q3 2025 and has held it in 4 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Ameriprise held 357,210 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $8.61M as of Q2 2026.
  • Ameriprise bought 18,022 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $436K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2149 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.