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Clearstead Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Clearstead Advisors’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
2025
Q4 		– Sell
-124
Closed -$3.05K – 2990
2025
Q3 		$3.05K Buy
+124
New +$3.03K ﹤0.01% 2331

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearstead Advisors's IBTO Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2025, closing a stake of 124 shares — an estimated $3.05K sold.

Clearstead Advisors first reported a position in IBTO in Q3 2025 and held it in 1 quarter. The position peaked at $3.05K in Q3 2025. 78 funds tracked by Wall St. Rank hold IBTO as of Q4 2025.

  • Clearstead Advisors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 124 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2025, an estimated $3.05K.
  • Clearstead Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Clearstead Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $3.05K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.