BlackRock
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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

Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TWM
TMD Wealth Management Scottsdale, Arizona $456M AUM 11.92% 1-Year Est. Return
Stratos Wealth Advisors
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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.