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

PFG 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
2026
Q2 		$505K Sell
20,925
-66,844
-76% -$1.62M 0.03% 530
2026
Q1 		$2.14M Sell
87,769
-16,724
-16% -$411K 0.1% 229
2025
Q4 		$2.57M Buy
104,493
+58,306
+126% +$1.44M 0.12% 194
2025
Q3 		$1.14M Buy
46,187
+7,651
+20% +$187K 0.05% 372
2025
Q2 		$945K Buy
+38,536
New +$932K 0.04% 314

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

PFG Advisors's IBTO Position: Q2 2026 in Review

PFG Advisors reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 76% in Q2 2026, selling an estimated $1.62M and leaving 20,925 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #530.

PFG Advisors first reported a position in IBTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.57M in Q4 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • PFG Advisors held 20,925 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $505K as of Q2 2026.
  • PFG Advisors sold 66,844 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $1.62M.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.03% of PFG Advisors's portfolio in Q2 2026, its #530 holding.
  • PFG Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • PFG Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $2.57M in Q4 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.