AssetMark Inc
IBTO icon

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

AssetMark Inc’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 		$5.16K Buy
+214
New +$5.17K ﹤0.01% 2674

Other funds holding IBTO

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FA
Fagan Associates Troy, New York $813M AUM 37.92% 1-Year Est. Return

AssetMark Inc's IBTO Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 214 shares worth $5.16K. The stake represents ﹤0.01% of the portfolio and ranks #2674 among its holdings.

39 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • AssetMark Inc held 214 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $5.16K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new AssetMark Inc position in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2674 holding.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.