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 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 $2.8B 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 $3.11B AUM 20.67% 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 $236M AUM 15.5% 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

Keeler Thomas Management's IBTO Position: Q1 2026 in Review

Keeler Thomas Management reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 67% in Q1 2026, selling an estimated $910K and leaving 18,609 shares worth $454K. The position accounts for 0.19% of the portfolio, ranked #98.

Keeler Thomas Management first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Keeler Thomas Management held 18,609 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $454K as of Q1 2026.
Keeler Thomas Management sold 37,036 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $910K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.19% of Keeler Thomas Management's portfolio in Q1 2026, its #98 holding.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Keeler Thomas Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $1.37M in Q4 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Keeler Thomas Management's 13F filing for Q1 2026, filed 12 May 2026.