Avantax Planning Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Avantax Planning Partners’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
2025 Q3	–	Sell	-8,184	Closed	-$201K	–	447
2025 Q2	$201K	Buy	+8,184	New	+$198K	0.01%	433
2025 Q1	–	Sell	-8,622	Closed	-$204K	–	446
2024 Q4	$204K	Sell	8,622 -1,089	-11%	-$26.3K	0.01%	411
2024 Q3	$244K	Sell	9,711 -78,661	-89%	-$1.95M	0.01%	375
2024 Q2	$2.12M	Sell	88,372 -53,682	-38%	-$1.28M	0.07%	140
2024 Q1	$3.45M	Buy	+142,054	New	+$3.46M	0.11%	110

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's IBTO Position: Q3 2025 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2025, closing a stake of 8,184 shares — an estimated $201K sold.

Avantax Planning Partners first reported a position in IBTO in Q1 2024 and held it in 5 quarters. The position peaked at $3.45M in Q1 2024. 75 funds tracked by Wall St. Rank hold IBTO as of Q3 2025.

Avantax Planning Partners reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Avantax Planning Partners sold 8,184 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2025, an estimated $201K.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and held it in 5 quarters.
Avantax Planning Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $3.45M in Q1 2024.
75 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.