CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

CAPTRUST Financial 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 		$367K Sell
15,219
-8,550
-36% -$207K ﹤0.01% 2416
2026
Q1 		$580K Buy
23,769
+170
+0.7% +$4.17K ﹤0.01% 1933
2025
Q4 		$579K Hold
23,599
– – ﹤0.01% 1808
2025
Q3 		$582K Sell
23,599
-1,109
-4% -$27.1K ﹤0.01% 1718
2025
Q2 		$606K Hold
24,708
– – ﹤0.01% 1616
2025
Q1 		$603K Hold
24,708
– – ﹤0.01% 1538
2024
Q4 		$584K Buy
+24,708
New +$597K ﹤0.01% 1524

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

CAPTRUST Financial Advisors's IBTO Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 36% in Q2 2026, selling an estimated $207K and leaving 15,219 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

CAPTRUST Financial Advisors first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $606K in Q2 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,219 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $367K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 8,550 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $207K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2416 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $606K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.