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Noble Wealth Management PBC’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Noble Wealth Management PBC’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
Q2 		$19.3K Sell
800
-1,200
-60% -$29K 0.01% 404
2026
Q1 		$48.8K Hold
2,000
– – 0.02% 265
2025
Q4 		$49.1K Hold
2,000
– – 0.02% 269
2025
Q3 		$49.3K Buy
+2,000
New +$48.9K 0.03% 259
2025
Q1 		$48.8K Hold
2,000
– – 0.03% 214
2024
Q4 		$47.3K Buy
+2,000
New +$48.3K 0.03% 204

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Noble Wealth Management PBC's IBTO Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 60% in Q2 2026, selling an estimated $29K and leaving 800 shares worth $19.3K. The position accounts for 0.01% of the portfolio, ranked #404.

Noble Wealth Management PBC first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $49.3K in Q3 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Noble Wealth Management PBC held 800 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $19.3K as of Q2 2026.
  • Noble Wealth Management PBC sold 1,200 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $29K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #404 holding.
  • Noble Wealth Management PBC first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $49.3K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.