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L2 Asset Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

L2 Asset 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 		$1.32M Buy
54,099
+4,456
+9% +$109K 0.13% 140
2025
Q4 		$1.22M Buy
49,643
+2,681
+6% +$66.3K 0.16% 116
2025
Q3 		$1.16M Buy
+46,962
New +$1.15M 0.17% 116

Other funds holding IBTO

GI
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
KF
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

L2 Asset Management's IBTO Position: Q1 2026 in Review

L2 Asset Management increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 9% in Q1 2026, buying an estimated $109K and bringing the position to 54,099 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #140.

L2 Asset Management first reported a position in IBTO in Q3 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • L2 Asset Management held 54,099 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.32M as of Q1 2026.
  • L2 Asset Management bought 4,456 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $109K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.13% of L2 Asset Management's portfolio in Q1 2026, its #140 holding.
  • L2 Asset Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on L2 Asset Management's 13F filing for Q1 2026, filed 15 May 2026.