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
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 $2.8B 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

CAPTRUST Financial Advisors's IBTO Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.72% in Q1 2026, buying an estimated $4.17K and bringing the position to 23,769 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.

CAPTRUST Financial Advisors first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $606K in Q2 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • CAPTRUST Financial Advisors held 23,769 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $580K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 170 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $4.17K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1933 holding.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $606K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.