Commonwealth Equity Services
IBTO icon

Commonwealth Equity Services’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Commonwealth Equity Services’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 		$658K Buy
26,971
+1,277
+5% +$31.4K ﹤0.01% 2957
2025
Q4 		$631K Buy
25,694
+1,182
+5% +$29.2K ﹤0.01% 2975
2025
Q3 		$604K Buy
24,512
+39
+0.2% +$954 ﹤0.01% 3023
2025
Q2 		$600K Buy
24,473
+579
+2% +$14K ﹤0.01% 3007
2025
Q1 		$583K Sell
23,894
-3,595
-13% -$86K ﹤0.01% 2918
2024
Q4 		$650K Sell
27,489
-435
-2% -$10.5K ﹤0.01% 2754
2024
Q3 		$701K Buy
27,924
+1,226
+5% +$30.4K ﹤0.01% 2617
2024
Q2 		$641K Buy
26,698
+9,428
+55% +$225K ﹤0.01% 2627
2024
Q1 		$420K Buy
17,270
+3,275
+23% +$79.8K ﹤0.01% 2970
2023
Q4 		$348K Buy
+13,995
New +$333K ﹤0.01% 3035

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

Commonwealth Equity Services's IBTO Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 5% in Q1 2026, buying an estimated $31.4K and bringing the position to 26,971 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2957.

Commonwealth Equity Services first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $701K in Q3 2024. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Commonwealth Equity Services held 26,971 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $658K as of Q1 2026.
  • Commonwealth Equity Services bought 1,277 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $31.4K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2957 holding.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Commonwealth Equity Services's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $701K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.