EC
IBTO icon

Estate Counselors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Estate Counselors’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
Q2 		– Sell
-158,426
Closed -$3.87M – 100
2025
Q1 		$3.87M Buy
158,426
+3,870
+3% +$92.6K 0.4% 35
2024
Q4 		$3.65M Buy
154,556
+54
+0% +$1.3K 0.39% 31
2024
Q3 		$3.88M Sell
154,502
-308
-0.2% -$7.63K 0.4% 30
2024
Q2 		$3.72M Buy
+154,810
New +$3.69M 0.41% 28

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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 $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Estate Counselors's IBTO Position: Q2 2025 in Review

Estate Counselors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2025, closing a stake of 158,426 shares — an estimated $3.87M sold.

Estate Counselors first reported a position in IBTO in Q2 2024 and held it in 4 quarters. The position peaked at $3.88M in Q3 2024. 74 funds tracked by Wall St. Rank hold IBTO as of Q2 2025.

  • Estate Counselors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Estate Counselors sold 158,426 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2025, an estimated $3.87M.
  • Estate Counselors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Estate Counselors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $3.88M in Q3 2024.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2025.

Based on Estate Counselors's 13F filing for Q2 2025, filed 11 Aug 2025.