National Bank of Canada
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National Bank of Canada’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

National Bank of Canada’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 		– Sell
-8,025
Closed -$197K – 3076
2025
Q4 		$197K Buy
+8,025
New +$198K ﹤0.01% 1602
2025
Q3 		– Sell
-34
Closed -$833 – 3026
2025
Q2 		$833 Buy
+34
New +$823 ﹤0.01% 2723

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 $3.38B AUM 30.57% 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 $231M AUM 17.76% 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

National Bank of Canada's IBTO Position: Q1 2026 in Review

National Bank of Canada sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 8,025 shares — an estimated $197K sold.

National Bank of Canada first reported a position in IBTO in Q2 2025 and held it in 2 quarters. The position peaked at $197K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • National Bank of Canada reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • National Bank of Canada sold 8,025 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $197K.
  • National Bank of Canada first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • National Bank of Canada's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $197K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.