NBC Securities’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

NBC Securities’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 Q3	$681K	Buy	+29,620	New	+$701K	0.05%	418

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Stockman Wealth Management Billings, Montana $960M AUM 19.88% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

NBC Securities's IBTO Position: Q3 2026 in Review

NBC Securities opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 29,620 shares worth $681K. The stake represents 0.05% of the portfolio and ranks #418 among its holdings.

30 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

NBC Securities held 29,620 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $681K as of Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new NBC Securities position in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.05% of NBC Securities's portfolio in Q3 2026, its #418 holding.
30 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.