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 Q3	$14.4M	Sell	625,920 -75,300	-11%	-$1.78M	1.85%	12
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Chatham Capital Group's IBTO Position: Q3 2026 in Review

Chatham Capital Group reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 11% in Q3 2026, selling an estimated $1.78M and leaving 625,920 shares worth $14.4M. The position accounts for 1.85% of the portfolio, ranked #12.

Chatham Capital Group first reported a position in IBTO in Q1 2025 and has held it in 7 quarters since. The position peaked at $16.9M in Q2 2026. 19 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Chatham Capital Group held 625,920 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $14.4M as of Q3 2026.
Chatham Capital Group sold 75,300 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $1.78M.
iShares iBonds Dec 2033 Term Treasury ETF made up 1.85% of Chatham Capital Group's portfolio in Q3 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 7 quarters since.
Chatham Capital Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $16.9M in Q2 2026.
19 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.