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 Q3	$28.7M	Buy	1,246,338 +39,830	+3%	+$943K	0.78%	30
2026 Q2	$29.1M	Buy	1,206,508 +84,227	+8%	+$2.04M	0.86%	26
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial's IBTO Position: Q3 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 3.3% in Q3 2026, buying an estimated $943K and bringing the position to 1,246,338 shares worth $28.7M. The position accounts for 0.78% of the portfolio, ranked #30.

Krilogy Financial first reported a position in IBTO in Q4 2023 and has held it in 12 quarters since. The position peaked at $29.1M in Q2 2026. 17 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Krilogy Financial held 1,246,338 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $28.7M as of Q3 2026.
Krilogy Financial bought 39,830 iShares iBonds Dec 2033 Term Treasury ETF shares in Q3 2026, an estimated $943K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.78% of Krilogy Financial's portfolio in Q3 2026, its #30 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 12 quarters since.
Krilogy Financial's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $29.1M in Q2 2026.
17 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.