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Chatham Capital Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Chatham Capital Group’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 		$16.9M Buy
701,220
+32,325
+5% +$781K 2.16% 12
2026
Q1 		$16.3M Buy
668,895
+153,575
+30% +$3.77M 2.37% 6
2025
Q4 		$12.7M Buy
515,320
+22,000
+4% +$544K 1.8% 13
2025
Q3 		$12.2M Buy
493,320
+18,620
+4% +$455K 1.75% 13
2025
Q2 		$11.6M Buy
474,700
+326,165
+220% +$7.89M 1.77% 12
2025
Q1 		$3.62M Buy
+148,535
New +$3.55M 0.6% 52

Other funds holding IBTO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Chatham Capital Group's IBTO Position: Q2 2026 in Review

Chatham Capital Group increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4.8% in Q2 2026, buying an estimated $781K and bringing the position to 701,220 shares worth $16.9M. The position accounts for 2.16% of the portfolio, ranked #12.

Chatham Capital Group first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Chatham Capital Group held 701,220 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $16.9M as of Q2 2026.
  • Chatham Capital Group bought 32,325 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $781K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 2.16% of Chatham Capital Group's portfolio in Q2 2026, its #12 holding.
  • Chatham Capital Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.