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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise's IBTO Position: Q1 2026 in Review

Ameriprise increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 153% in Q1 2026, buying an estimated $5.04M and bringing the position to 339,188 shares worth $8.27M. The position accounts for ﹤0.01% of the portfolio, ranked #2065.

Ameriprise first reported a position in IBTO in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Ameriprise held 339,188 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $8.27M as of Q1 2026.
  • Ameriprise bought 205,347 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $5.04M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2065 holding.
  • Ameriprise first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

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