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

BlackRock’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
2023 Q4	–	Sell	-50,000	Closed	-$1.18M	–	5417
2023 Q3	$1.18M	Hold	50,000	–	–	﹤0.01%	4197
2023 Q2	$1.24M	Buy	+50,000	New	+$1.24M	﹤0.01%	4228

Other funds holding IBTO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

TWM

TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock's IBTO Position: Q4 2023 in Review

BlackRock sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2023, closing a stake of 50,000 shares — an estimated $1.18M sold.

BlackRock first reported a position in IBTO in Q2 2023 and held it in 2 quarters. The position peaked at $1.24M in Q2 2023. 33 funds tracked by Wall St. Rank hold IBTO as of Q4 2023.

BlackRock reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
BlackRock sold 50,000 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2023, an estimated $1.18M.
BlackRock first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2023 and held it in 2 quarters.
BlackRock's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.24M in Q2 2023.
33 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2023.

Based on BlackRock's 13F filing for Q4 2023, filed 13 Feb 2024.