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Centricity Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$5.15K Hold
210
– – ﹤0.01% 375
2025
Q1 		$5.12K Buy
+210
New +$5.03K ﹤0.01% 377

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Centricity Wealth Management's IBTO Position: Q2 2025 in Review

Centricity Wealth Management held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2025 at 210 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Centricity Wealth Management first reported a position in IBTO in Q1 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold IBTO as of Q2 2025.

  • Centricity Wealth Management held 210 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $5.15K as of Q2 2025.
  • Centricity Wealth Management left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #375 holding.
  • Centricity Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.