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Flagship Harbor Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Flagship Harbor 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 		– Sell
-837
Closed -$20.6K – 1404
2025
Q4 		$20.6K Buy
+837
New +$20.7K ﹤0.01% 1322

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

Flagship Harbor Advisors's IBTO Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 837 shares — an estimated $20.6K sold.

Flagship Harbor Advisors first reported a position in IBTO in Q4 2025 and held it in 1 quarter. The position peaked at $20.6K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 837 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $20.6K.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Flagship Harbor Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $20.6K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.