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GLOBALT Investments’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

GLOBALT Investments’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 		$58.8M Buy
2,411,272
+146,569
+6% +$3.6M 2.1% 10
2025
Q4 		$55.6M Sell
2,264,703
-3,870
-0.2% -$95.6K 2.03% 12
2025
Q3 		$55.9M Sell
2,268,573
-54,310
-2% -$1.33M 2.04% 10
2025
Q2 		$56.9M Sell
2,322,883
-81,219
-3% -$1.96M 2.18% 9
2025
Q1 		$58.7M Sell
2,404,102
-66,793
-3% -$1.6M 2.4% 9
2024
Q4 		$58.4M Buy
+2,470,895
New +$59.7M 2.24% 11

Other funds holding IBTO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLOBALT Investments's IBTO Position: Q1 2026 in Review

GLOBALT Investments increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 6.5% in Q1 2026, buying an estimated $3.6M and bringing the position to 2,411,272 shares worth $58.8M. The position accounts for 2.1% of the portfolio, ranked #10.

GLOBALT Investments first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • GLOBALT Investments held 2,411,272 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $58.8M as of Q1 2026.
  • GLOBALT Investments bought 146,569 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $3.6M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 2.1% of GLOBALT Investments's portfolio in Q1 2026, its #10 holding.
  • GLOBALT Investments first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on GLOBALT Investments's 13F filing for Q1 2026, filed 15 May 2026.