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
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 $2.8B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Financial Engines Advisors's IBTO Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 15% in Q1 2026, selling an estimated $83.1K and leaving 18,976 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Financial Engines Advisors first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Financial Engines Advisors held 18,976 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $463K as of Q1 2026.
  • Financial Engines Advisors sold 3,382 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $83.1K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #401 holding.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
  • Financial Engines Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $549K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.