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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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Blue Trust Inc's IBTO Position: Q1 2026 in Review

Blue Trust Inc reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 91% in Q1 2026, selling an estimated $34.6K and leaving 145 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Blue Trust Inc first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.2K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Blue Trust Inc held 145 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.54K as of Q1 2026.
  • Blue Trust Inc sold 1,410 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $34.6K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #2055 holding.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Blue Trust Inc's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $38.2K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.