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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
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

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Clayton Financial Group's IBTO Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 2,710 shares — an estimated $66.1K sold.

Clayton Financial Group first reported a position in IBTO in Q4 2025 and held it in 2 quarters. The position peaked at $66.9K in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 2,710 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $66.1K.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $66.9K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.