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

Blue Trust 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 		– Sell
-145
Closed -$3.54K – 2551
2026
Q1 		$3.54K Sell
145
-1,410
-91% -$34.6K ﹤0.01% 2055
2025
Q4 		$38.2K Buy
1,555
+1,551
+38,775% +$38.3K ﹤0.01% 1450
2025
Q3 		$99 Hold
4
– – ﹤0.01% 2538
2025
Q2 		$98 Hold
4
– – ﹤0.01% 2405
2025
Q1 		$98 Hold
4
– – ﹤0.01% 2446
2024
Q4 		$95 Buy
+4
New +$97 ﹤0.01% 2403

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Blue Trust Inc's IBTO Position: Q2 2026 in Review

Blue Trust Inc sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 145 shares — an estimated $3.54K sold.

Blue Trust Inc first reported a position in IBTO in Q4 2024 and held it in 6 quarters. The position peaked at $38.2K in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Blue Trust Inc reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 145 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $3.54K.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
  • Blue Trust Inc's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $38.2K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.