Choreo LLC’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Choreo LLC’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	$3.54M	Buy	+153,925	New	+$3.65M	0.04%	292

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

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

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

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

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

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

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Choreo LLC's IBTO Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 153,925 shares worth $3.54M. The stake represents 0.04% of the portfolio and ranks #292 among its holdings.

30 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Choreo LLC held 153,925 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.54M as of Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.04% of Choreo LLC's portfolio in Q3 2026, its #292 holding.
30 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.