LPL Financial
IBTO icon

LPL Financial’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

LPL 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
Q1 		$1.12M Buy
45,998
+1,749
+4% +$43K ﹤0.01% 4089
2025
Q4 		$1.09M Buy
44,249
+8,826
+25% +$218K ﹤0.01% 3990
2025
Q3 		$873K Buy
35,423
+9,370
+36% +$229K ﹤0.01% 4126
2025
Q2 		$639K Buy
26,053
+3,014
+13% +$72.9K ﹤0.01% 4164
2025
Q1 		$562K Buy
23,039
+5,154
+29% +$123K ﹤0.01% 4063
2024
Q4 		$423K Buy
17,885
+5,168
+41% +$125K ﹤0.01% 4242
2024
Q3 		$319K Sell
12,717
-5,450
-30% -$135K ﹤0.01% 4376
2024
Q2 		$436K Buy
+18,167
New +$433K ﹤0.01% 3977

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

LPL Financial's IBTO Position: Q1 2026 in Review

LPL Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4% in Q1 2026, buying an estimated $43K and bringing the position to 45,998 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4089.

LPL Financial first reported a position in IBTO in Q2 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • LPL Financial held 45,998 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $1.12M as of Q1 2026.
  • LPL Financial bought 1,749 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $43K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4089 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.