Private Advisor Group’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Private Advisor Group’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	$218K	Hold	8,920	–	–	﹤0.01%	2410
2025 Q4	$219K	Hold	8,920	–	–	﹤0.01%	2352
2025 Q3	$220K	Hold	8,920	–	–	﹤0.01%	2278
2025 Q2	$219K	Hold	8,920	–	–	﹤0.01%	2175
2025 Q1	$218K	Hold	8,920	–	–	﹤0.01%	2058
2024 Q4	$211K	Buy	+8,920	New	+$216K	﹤0.01%	2066

Other funds holding IBTO

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Advisor Group's IBTO Position: Q1 2026 in Review

Private Advisor Group held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2026 at 8,920 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #2410.

Private Advisor Group first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. The position peaked at $220K in Q3 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Private Advisor Group held 8,920 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $218K as of Q1 2026.
Private Advisor Group left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2410 holding.
Private Advisor Group first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Private Advisor Group's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $220K in Q3 2025.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.