Keeler Thomas Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Keeler Thomas 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	$311K	Sell	12,895 -5,714	-31%	-$138K	0.11%	117
2026 Q1	$454K	Sell	18,609 -37,036	-67%	-$910K	0.19%	98
2025 Q4	$1.37M	Buy	55,645 +1,661	+3%	+$41K	0.65%	50
2025 Q3	$1.33M	Sell	53,984 -82	-0.2%	-$2.01K	0.54%	61
2025 Q2	$1.33M	Buy	54,066 +10,796	+25%	+$261K	0.57%	56
2025 Q1	$1.06M	Buy	+43,270	New	+$1.04M	0.52%	57

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

Keeler Thomas Management's IBTO Position: Q2 2026 in Review

Keeler Thomas Management reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 31% in Q2 2026, selling an estimated $138K and leaving 12,895 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #117.

Keeler Thomas Management first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.37M in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Keeler Thomas Management held 12,895 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $311K as of Q2 2026.
Keeler Thomas Management sold 5,714 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $138K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.11% of Keeler Thomas Management's portfolio in Q2 2026, its #117 holding.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Keeler Thomas Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.37M in Q4 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.