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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
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 $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Logan Capital Management's IBTO Position: Q4 2025 in Review

Logan Capital Management sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2025, closing a stake of 280 shares — an estimated $6.9K sold.

Logan Capital Management first reported a position in IBTO in Q4 2024 and held it in 4 quarters. The position peaked at $6.9K in Q3 2025. 78 funds tracked by Wall St. Rank hold IBTO as of Q4 2025.

  • Logan Capital Management reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 280 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2025, an estimated $6.9K.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Logan Capital Management's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $6.9K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.