JPL Wealth Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

JPL Wealth 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	$412K	Sell	17,074 -329	-2%	-$7.95K	0.08%	102
2026 Q1	$424K	Buy	17,403 +56	+0.3%	+$1.38K	0.1%	94
2025 Q4	$426K	Sell	17,347 -88	-0.5%	-$2.17K	0.1%	96
2025 Q3	$430K	Sell	17,435 -1,119	-6%	-$27.4K	0.1%	98
2025 Q2	$455K	Sell	18,554 -100	-0.5%	-$2.42K	0.12%	91
2025 Q1	$455K	Buy	18,654 +8,415	+82%	+$201K	0.13%	91
2024 Q4	$242K	Buy	+10,239	New	+$248K	0.07%	117

Other funds holding IBTO

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

JPL Wealth Management's IBTO Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.9% in Q2 2026, selling an estimated $7.95K and leaving 17,074 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #102.

JPL Wealth Management first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q1 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

JPL Wealth Management held 17,074 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $412K as of Q2 2026.
JPL Wealth Management sold 329 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $7.95K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.08% of JPL Wealth Management's portfolio in Q2 2026, its #102 holding.
JPL Wealth Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
JPL Wealth Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $455K in Q1 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.