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Exchange Capital Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Exchange Capital 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
2025
Q2 		$1.2M Hold
49,151
– – 0.18% 118
2025
Q1 		$1.2M Hold
49,151
– – 0.19% 113
2024
Q4 		$1.16M Buy
+49,151
New +$1.19M 0.18% 113
2024
Q3 		– Sell
-49,151
Closed -$1.18M – 197
2024
Q2 		$1.18M Hold
49,151
– – 0.19% 117
2024
Q1 		$1.19M Buy
+49,151
New +$1.2M 0.19% 114

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $355M AUM 15.23% 1-Year Est. Return

Exchange Capital Management's IBTO Position: Q2 2025 in Review

Exchange Capital Management held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2025 at 49,151 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #118.

Exchange Capital Management first reported a position in IBTO in Q1 2024 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold IBTO as of Q2 2025.

  • Exchange Capital Management held 49,151 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.2M as of Q2 2025.
  • Exchange Capital Management left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2025.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.18% of Exchange Capital Management's portfolio in Q2 2025, its #118 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.