LCM
IBTO icon

Logan Capital Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Logan Capital 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
Q2 		$6.75K Buy
+280
New +$6.77K ﹤0.01% 366
2025
Q4 		– Sell
-280
Closed -$6.9K – 363
2025
Q3 		$6.9K Buy
280
+13
+5% +$318 ﹤0.01% 362
2025
Q2 		$6.54K Hold
267
– – ﹤0.01% 356
2025
Q1 		$6.51K Hold
267
– – ﹤0.01% 438
2024
Q4 		$6.31K Buy
+267
New +$6.45K ﹤0.01% 416

Other funds holding IBTO

GI
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Logan Capital Management's IBTO Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 280 shares worth $6.75K. The stake represents ﹤0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBTO as recently as Q3 2025.

Logan Capital Management first reported a position in IBTO in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.9K in Q3 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Logan Capital Management held 280 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $6.75K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Logan Capital Management position in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #366 holding.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • Logan Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $6.9K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.