Envestnet Asset Management
IBTO icon

Envestnet Asset Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Envestnet Asset Management’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 		$14.7M Buy
603,291
+189,586
+46% +$4.66M ﹤0.01% 1563
2025
Q4 		$10.2M Sell
413,705
-52,975
-11% -$1.31M ﹤0.01% 1673
2025
Q3 		$11.5M Buy
466,680
+58,506
+14% +$1.43M ﹤0.01% 1668
2025
Q2 		$10M Buy
408,174
+38,433
+10% +$930K ﹤0.01% 1734
2025
Q1 		$9.02M Buy
369,741
+10,675
+3% +$255K ﹤0.01% 1737
2024
Q4 		$8.48M Buy
359,066
+331,185
+1,188% +$8.01M ﹤0.01% 1756
2024
Q3 		$700K Buy
27,881
+272
+1% +$6.73K ﹤0.01% 3331
2024
Q2 		$663K Buy
27,609
+3,230
+13% +$76.9K ﹤0.01% 3294
2024
Q1 		$592K Buy
+24,379
New +$594K ﹤0.01% 3332

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management's IBTO Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 46% in Q1 2026, buying an estimated $4.66M and bringing the position to 603,291 shares worth $14.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Envestnet Asset Management first reported a position in IBTO in Q1 2024 and has held it in 9 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Envestnet Asset Management held 603,291 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $14.7M as of Q1 2026.
  • Envestnet Asset Management bought 189,586 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $4.66M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1563 holding.
  • Envestnet Asset Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.