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

Jacobi Capital Management’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 		$397K Buy
16,454
+114
+0.7% +$2.75K 0.02% 502
2026
Q1 		$399K Buy
16,340
+329
+2% +$8.08K 0.02% 474
2025
Q4 		$393K Buy
+16,011
New +$396K 0.02% 469
2025
Q3 		– Sell
-14,756
Closed -$362K – 604
2025
Q2 		$362K Buy
14,756
+455
+3% +$11K 0.02% 456
2025
Q1 		$349K Buy
14,301
+7
+0% +$167 0.03% 448
2024
Q4 		$338K Buy
14,294
+3,653
+34% +$88.3K 0.03% 446
2024
Q3 		$267K Buy
+10,641
New +$263K 0.02% 491

Other funds holding IBTO

KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jacobi Capital Management's IBTO Position: Q2 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.7% in Q2 2026, buying an estimated $2.75K and bringing the position to 16,454 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #502.

Jacobi Capital Management first reported a position in IBTO in Q3 2024 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 33 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Jacobi Capital Management held 16,454 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $397K as of Q2 2026.
  • Jacobi Capital Management bought 114 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $2.75K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #502 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • Jacobi Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $399K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.