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

CoreCap 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
2026 Q2	$11.7K	Hold	484	–	–	﹤0.01%	2008
2026 Q1	$11.8K	Sell	484 -4	-0.8%	-$98	﹤0.01%	1895
2025 Q4	$12K	Hold	488	–	–	﹤0.01%	1898
2025 Q3	$12K	Buy	488 +429	+727%	+$10.5K	﹤0.01%	1859
2025 Q2	$1.45K	Buy	59 +47	+392%	+$1.14K	﹤0.01%	2367
2025 Q1	$293	Buy	+12	New	+$287	﹤0.01%	2820

Other funds holding IBTO

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

CoreCap Advisors's IBTO Position: Q2 2026 in Review

CoreCap Advisors held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2026 at 484 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

CoreCap Advisors first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $12K in Q3 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

CoreCap Advisors held 484 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $11.7K as of Q2 2026.
CoreCap Advisors left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2008 holding.
CoreCap Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
CoreCap Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $12K in Q3 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.