Krilogy Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Krilogy Financial’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	$27.4M	Sell	1,122,281 -22,177	-2%	-$545K	0.88%	28
2025 Q4	$28.1M	Buy	1,144,458 +85,366	+8%	+$2.11M	0.95%	25
2025 Q3	$26M	Buy	1,059,092 +180,116	+20%	+$4.41M	0.98%	25
2025 Q2	$21.5M	Buy	878,976 +23,916	+3%	+$579K	1.24%	24
2025 Q1	$20.9M	Buy	855,060 +62,745	+8%	+$1.5M	1.35%	23
2024 Q4	$18.7M	Buy	792,315 +43,503	+6%	+$1.05M	1.25%	24
2024 Q3	$18.8M	Buy	748,812 +32,282	+5%	+$799K	1.29%	24
2024 Q2	$17.2M	Buy	716,530 +31,437	+5%	+$749K	1.27%	22
2024 Q1	$16.6M	Buy	685,093 +180,834	+36%	+$4.4M	1.28%	20
2023 Q4	$12.5M	Buy	+504,259	New	+$12M	1.07%	22

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Krilogy Financial's IBTO Position: Q1 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.9% in Q1 2026, selling an estimated $545K and leaving 1,122,281 shares worth $27.4M. The position accounts for 0.88% of the portfolio, ranked #28.

Krilogy Financial first reported a position in IBTO in Q4 2023 and has held it in 10 quarters since. The position peaked at $28.1M in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Krilogy Financial held 1,122,281 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $27.4M as of Q1 2026.
Krilogy Financial sold 22,177 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $545K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.88% of Krilogy Financial's portfolio in Q1 2026, its #28 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Krilogy Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $28.1M in Q4 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.