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 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Krilogy Financial's IBTO Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 7.5% in Q2 2026, buying an estimated $2.04M and bringing the position to 1,206,508 shares worth $29.1M. The position accounts for 0.86% of the portfolio, ranked #26.

Krilogy Financial first reported a position in IBTO in Q4 2023 and has held it in 11 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Krilogy Financial held 1,206,508 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $29.1M as of Q2 2026.
Krilogy Financial bought 84,227 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $2.04M.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.86% of Krilogy Financial's portfolio in Q2 2026, its #26 holding.
Krilogy Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.