Clayton Financial Group
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Clayton Financial Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Clayton Financial 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 		$65.1K Buy
+2,833
New +$67.1K 0.03% 110
2026
Q2 		– Sell
-2,710
Closed -$66.1K – 305
2026
Q1 		$66.1K Sell
2,710
-14
-0.5% -$344 0.03% 126
2025
Q4 		$66.9K Buy
+2,724
New +$67.3K 0.03% 132

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GLOBALT Investments
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Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Accretive Wealth Partners
Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Clayton Financial Group's IBTO Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 2,833 shares worth $65.1K. The stake represents 0.03% of the portfolio and ranks #110 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IBTO as recently as Q1 2026.

Clayton Financial Group first reported a position in IBTO in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.9K in Q4 2025. 61 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

  • Clayton Financial Group held 2,833 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $65.1K as of Q3 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.03% of Clayton Financial Group's portfolio in Q3 2026, its #110 holding.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Clayton Financial Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $66.9K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.