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 Q3	$11.1K	Hold	484	–	–	﹤0.01%	2025
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

SPP

Single Point Partners Boston, Massachusetts $566M AUM 10.5% 1-Year Est. Return

CoreCap Advisors's IBTO Position: Q3 2026 in Review

CoreCap Advisors held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q3 2026 at 484 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

CoreCap Advisors first reported a position in IBTO in Q1 2025 and has held it in 7 quarters since. The position peaked at $12K in Q3 2025. 18 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

CoreCap Advisors held 484 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $11.1K as of Q3 2026.
CoreCap Advisors left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2025 holding.
CoreCap Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $12K in Q3 2025.
18 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.