GMFG
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Greater Midwest Financial Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Greater Midwest Financial Group’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 		$576K Buy
23,856
+309
+1% +$7.47K 0.29% 37
2026
Q1 		$574K Buy
23,547
+2,535
+12% +$62.3K 0.31% 40
2025
Q4 		$516K Sell
21,012
-1,376
-6% -$34K 0.29% 40
2025
Q3 		$552K Buy
22,388
+3,328
+17% +$81.4K 0.36% 37
2025
Q2 		$467K Buy
19,060
+1,032
+6% +$25K 0.36% 35
2025
Q1 		$440K Buy
+18,028
New +$431K 0.31% 38

Other funds holding IBTO

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
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SPP
Single Point Partners Boston, Massachusetts $568M AUM 19.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Greater Midwest Financial Group's IBTO Position: Q2 2026 in Review

Greater Midwest Financial Group increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.3% in Q2 2026, buying an estimated $7.47K and bringing the position to 23,856 shares worth $576K. The position accounts for 0.29% of the portfolio, ranked #37.

Greater Midwest Financial Group first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Greater Midwest Financial Group held 23,856 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $576K as of Q2 2026.
  • Greater Midwest Financial Group bought 309 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $7.47K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.29% of Greater Midwest Financial Group's portfolio in Q2 2026, its #37 holding.
  • Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.