GLOBALT Investments
IBTO icon

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
Q3 		$53M Sell
2,303,753
-61,882
-3% -$1.47M 1.82% 13
2026
Q2 		$57.1M Sell
2,365,635
-45,637
-2% -$1.1M 1.93% 10
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Hills Bank & Trust
Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

GLOBALT Investments's IBTO Position: Q3 2026 in Review

GLOBALT Investments reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.6% in Q3 2026, selling an estimated $1.47M and leaving 2,303,753 shares worth $53M. The position accounts for 1.82% of the portfolio, ranked #13.

GLOBALT Investments first reported a position in IBTO in Q4 2024 and has held it in 8 quarters since. The position peaked at $58.8M in Q1 2026. 85 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

  • GLOBALT Investments held 2,303,753 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $53M as of Q3 2026.
  • GLOBALT Investments sold 61,882 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $1.47M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 1.82% of GLOBALT Investments's portfolio in Q3 2026, its #13 holding.
  • GLOBALT Investments first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
  • GLOBALT Investments's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $58.8M in Q1 2026.
  • 85 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on GLOBALT Investments's 13F filing for Q3 2026, filed 27 Oct 2026.