IFP Advisors
IBTO icon

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
Q3 		$275K Buy
11,942
+1,461
+14% +$34.6K ﹤0.01% 1354
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

Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors's IBTO Position: Q3 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 14% in Q3 2026, buying an estimated $34.6K and bringing the position to 11,942 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

IFP Advisors first reported a position in IBTO in Q4 2023 and has held it in 12 quarters since. 17 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

  • IFP Advisors held 11,942 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $275K as of Q3 2026.
  • IFP Advisors bought 1,461 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $34.6K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1354 holding.
  • IFP Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.