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IFP Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

IFP Advisors’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 		$253K Buy
10,481
+5,234
+100% +$127K ﹤0.01% 1379
2026
Q1 		$128K Buy
5,247
+237
+5% +$5.82K ﹤0.01% 1666
2025
Q4 		$123K Buy
5,010
+1,123
+29% +$27.8K ﹤0.01% 1667
2025
Q3 		$95.8K Sell
3,887
-3,075
-44% -$75.2K ﹤0.01% 1707
2025
Q2 		$171K Buy
6,962
+3,070
+79% +$74.3K ﹤0.01% 1352
2025
Q1 		$95K Buy
3,892
+817
+27% +$19.5K ﹤0.01% 1558
2024
Q4 		$72.7K Hold
3,075
– – ﹤0.01% 1639
2024
Q3 		$77.2K Hold
3,075
– – ﹤0.01% 1526
2024
Q2 		$73.8K Hold
3,075
– – ﹤0.01% 1494
2024
Q1 		$74.7K Hold
3,075
– – ﹤0.01% 1415
2023
Q4 		$76.4K Buy
+3,075
New +$73.1K ﹤0.01% 1364

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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

IFP Advisors's IBTO Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 100% in Q2 2026, buying an estimated $127K and bringing the position to 10,481 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

IFP Advisors first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • IFP Advisors held 10,481 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $253K as of Q2 2026.
  • IFP Advisors bought 5,234 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $127K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1379 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.