Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Cambridge Investment Research Advisors’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 		$385K Buy
15,942
+81
+0.5% +$1.96K ﹤0.01% 3209
2026
Q1 		$387K Buy
15,861
+1,824
+13% +$44.8K ﹤0.01% 3043
2025
Q4 		$345K Buy
14,037
+980
+8% +$24.2K ﹤0.01% 3056
2025
Q3 		$322K Sell
13,057
-439
-3% -$10.7K ﹤0.01% 3063
2025
Q2 		$331K Buy
13,496
+4,252
+46% +$103K ﹤0.01% 2894
2025
Q1 		$226K Buy
+9,244
New +$221K ﹤0.01% 3100

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

Cambridge Investment Research Advisors's IBTO Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.51% in Q2 2026, buying an estimated $1.96K and bringing the position to 15,942 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

Cambridge Investment Research Advisors first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $387K in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Cambridge Investment Research Advisors held 15,942 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $385K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 81 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.96K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3209 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $387K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.