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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
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 $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clayton Financial Group's IBTO Position: Q1 2026 in Review

Clayton Financial Group reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.51% in Q1 2026, selling an estimated $344 and leaving 2,710 shares worth $66.1K. The position accounts for 0.03% of the portfolio, ranked #126.

Clayton Financial Group first reported a position in IBTO in Q4 2025 and has held it in 2 quarters since. The position peaked at $66.9K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Clayton Financial Group held 2,710 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $66.1K as of Q1 2026.
  • Clayton Financial Group sold 14 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $344.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.03% of Clayton Financial Group's portfolio in Q1 2026, its #126 holding.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • Clayton Financial Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $66.9K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.