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

Financial Engines 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 		$469K Buy
19,425
+449
+2% +$10.9K ﹤0.01% 418
2026
Q1 		$463K Sell
18,976
-3,382
-15% -$83.1K ﹤0.01% 401
2025
Q4 		$549K Buy
22,358
+6,156
+38% +$152K ﹤0.01% 385
2025
Q3 		$399K Buy
16,202
+14
+0.1% +$342 ﹤0.01% 426
2025
Q2 		$397K Buy
16,188
+507
+3% +$12.3K ﹤0.01% 407
2025
Q1 		$383K Sell
15,681
-6
-0% -$144 ﹤0.01% 347
2024
Q4 		$371K Buy
15,687
+1,225
+8% +$29.6K ﹤0.01% 356
2024
Q3 		$363K Buy
14,462
+687
+5% +$17K ﹤0.01% 310
2024
Q2 		$331K Buy
13,775
+215
+2% +$5.12K ﹤0.01% 298
2024
Q1 		$329K Buy
13,560
+4,844
+56% +$118K ﹤0.01% 281
2023
Q4 		$217K Buy
+8,716
New +$207K ﹤0.01% 298

Other funds holding IBTO

GI
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Financial Engines Advisors's IBTO Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.4% in Q2 2026, buying an estimated $10.9K and bringing the position to 19,425 shares worth $469K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Financial Engines Advisors first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Financial Engines Advisors held 19,425 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $469K as of Q2 2026.
  • Financial Engines Advisors bought 449 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $10.9K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #418 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $549K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.