J.W. Cole Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

J.W. Cole 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	$1.46M	Buy	+59,557	New	+$1.41M	0.02%	606

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Accretive Wealth Partners Parsippany, New Jersey $470M AUM 11% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors's IBTO Position: Q3 2026 in Review

J.W. Cole Advisors opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 59,557 shares worth $1.46M. The stake represents 0.02% of the portfolio and ranks #606 among its holdings.

66 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

J.W. Cole Advisors held 59,557 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.46M as of Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new J.W. Cole Advisors position in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q3 2026, its #606 holding.
66 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on J.W. Cole Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.