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 Q1	$340K	Buy	+13,944	New	+$342K	0.17%	101

Other funds holding IBTO

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

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 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jim Saulnier & Associates's IBTO Position: Q1 2026 in Review

Jim Saulnier & Associates opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026: 13,944 shares worth $340K. The stake represents 0.17% of the portfolio and ranks #101 among its holdings.

84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Jim Saulnier & Associates held 13,944 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $340K as of Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Jim Saulnier & Associates position in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.17% of Jim Saulnier & Associates's portfolio in Q1 2026, its #101 holding.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.