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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Koesten Hirschmann & Crabtree’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
2025
Q4 		– Sell
-8,140
Closed -$214K – 128
2025
Q3 		$214K Buy
+8,140
New +$199K 0.1% 35

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBTO Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2025, closing a stake of 8,140 shares — an estimated $214K sold.

Koesten Hirschmann & Crabtree first reported a position in IBTO in Q3 2025 and held it in 1 quarter. The position peaked at $214K in Q3 2025. 78 funds tracked by Wall St. Rank hold IBTO as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 8,140 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2025, an estimated $214K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $214K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.