HC
IBTO icon

Headland Capital’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Headland Capital’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 		$7.62M Buy
312,598
+8,710
+3% +$214K 2.15% 15
2025
Q4 		$7.46M Buy
303,888
+8,552
+3% +$211K 2.08% 17
2025
Q3 		$7.28M Buy
295,336
+10,985
+4% +$269K 2.04% 17
2025
Q2 		$6.97M Buy
284,351
+11,898
+4% +$288K 2.11% 17
2025
Q1 		$6.65M Buy
+272,453
New +$6.52M 2.21% 16

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

Headland Capital's IBTO Position: Q1 2026 in Review

Headland Capital increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.9% in Q1 2026, buying an estimated $214K and bringing the position to 312,598 shares worth $7.62M. The position accounts for 2.15% of the portfolio, ranked #15.

Headland Capital first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Headland Capital held 312,598 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $7.62M as of Q1 2026.
  • Headland Capital bought 8,710 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $214K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 2.15% of Headland Capital's portfolio in Q1 2026, its #15 holding.
  • Headland Capital first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Headland Capital's 13F filing for Q1 2026, filed 4 May 2026.