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Jim Saulnier & Associates’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Jim Saulnier & Associates’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 		$375K Buy
15,552
+1,608
+12% +$38.9K 0.15% 103
2026
Q1 		$340K Buy
+13,944
New +$342K 0.17% 101

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

Jim Saulnier & Associates's IBTO Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 12% in Q2 2026, buying an estimated $38.9K and bringing the position to 15,552 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #103.

Jim Saulnier & Associates first reported a position in IBTO in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Jim Saulnier & Associates held 15,552 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $375K as of Q2 2026.
  • Jim Saulnier & Associates bought 1,608 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $38.9K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.15% of Jim Saulnier & Associates's portfolio in Q2 2026, its #103 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.