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 Q3	$18.4K	Hold	800	–	–	0.01%	401
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

CIM

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

Noble Wealth Management PBC's IBTO Position: Q3 2026 in Review

Noble Wealth Management PBC held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q3 2026 at 800 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #401.

Noble Wealth Management PBC first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.3K in Q3 2025. 2 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Noble Wealth Management PBC held 800 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $18.4K as of Q3 2026.
Noble Wealth Management PBC left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Noble Wealth Management PBC's portfolio in Q3 2026, its #401 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 7 quarters since.
Noble Wealth Management PBC's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $49.3K in Q3 2025.
2 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.