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Jaffetilchin Investment Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$278K Buy
11,417
+75
+0.7% +$1.84K 0.02% 378
2025
Q4 		$279K Buy
11,342
+152
+1% +$3.76K 0.02% 375
2025
Q3 		$276K Buy
11,190
+114
+1% +$2.79K 0.02% 375
2025
Q2 		$271K Buy
11,076
+115
+1% +$2.78K 0.02% 360
2025
Q1 		$267K Buy
+10,961
New +$262K 0.02% 339

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jaffetilchin Investment Partners's IBTO Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.66% in Q1 2026, buying an estimated $1.84K and bringing the position to 11,417 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #378.

Jaffetilchin Investment Partners first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Jaffetilchin Investment Partners held 11,417 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $278K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 75 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $1.84K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #378 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Jaffetilchin Investment Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $279K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.