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James Investment Research’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

James Investment Research’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 		$206K Hold
8,525
– – 0.02% 348
2026
Q1 		$208K Hold
8,525
– – 0.02% 328
2025
Q4 		$209K Hold
8,525
– – 0.02% 332
2025
Q3 		$210K Hold
8,525
– – 0.02% 323
2025
Q2 		$209K Hold
8,525
– – 0.02% 304
2025
Q1 		$208K Sell
8,525
-625
-7% -$15K 0.03% 295
2024
Q4 		$216K Hold
9,150
– – 0.03% 295
2024
Q3 		$230K Hold
9,150
– – 0.03% 291
2024
Q2 		$220K Hold
9,150
– – 0.03% 291
2024
Q1 		$222K Buy
+9,150
New +$223K 0.03% 287

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

James Investment Research's IBTO Position: Q2 2026 in Review

James Investment Research held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q2 2026 at 8,525 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #348.

James Investment Research first reported a position in IBTO in Q1 2024 and has held it in 10 quarters since. The position peaked at $230K in Q3 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • James Investment Research held 8,525 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $206K as of Q2 2026.
  • James Investment Research left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of James Investment Research's portfolio in Q2 2026, its #348 holding.
  • James Investment Research first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
  • James Investment Research's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $230K in Q3 2024.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.