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Mutual Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Mutual Advisors’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
Q1 		– Sell
-17,108
Closed -$404K – 1127
2024
Q4 		$404K Sell
17,108
-276
-2% -$6.67K 0.01% 780
2024
Q3 		$423K Sell
17,384
-3,656
-17% -$90.5K 0.01% 765
2024
Q2 		$513K Buy
+21,040
New +$501K 0.02% 685

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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's IBTO Position: Q1 2025 in Review

Mutual Advisors sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2025, closing a stake of 17,108 shares — an estimated $404K sold.

Mutual Advisors first reported a position in IBTO in Q2 2024 and held it in 3 quarters. The position peaked at $513K in Q2 2024. 71 funds tracked by Wall St. Rank hold IBTO as of Q1 2025.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 17,108 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2025, an estimated $404K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Mutual Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $513K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.