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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
Q2 		$8.11M Buy
335,965
+23,367
+7% +$565K 2% 15
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 $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Headland Capital's IBTO Position: Q2 2026 in Review

Headland Capital increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 7.5% in Q2 2026, buying an estimated $565K and bringing the position to 335,965 shares worth $8.11M. The position accounts for 2% of the portfolio, ranked #15.

Headland Capital first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Headland Capital held 335,965 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $8.11M as of Q2 2026.
  • Headland Capital bought 23,367 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $565K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 2% of Headland Capital's portfolio in Q2 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 6 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Headland Capital's 13F filing for Q2 2026, filed 29 Jul 2026.