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

SignatureFD’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	$251K	Buy	10,418 +2,071	+25%	+$50.1K	﹤0.01%	973
2026 Q1	$204K	Hold	8,347	–	–	﹤0.01%	999
2025 Q4	$205K	Hold	8,347	–	–	﹤0.01%	958
2025 Q3	$206K	Hold	8,347	–	–	﹤0.01%	949
2025 Q2	$205K	Sell	8,347 -5,025	-38%	-$122K	﹤0.01%	907
2025 Q1	$326K	Buy	+13,372	New	+$320K	0.01%	689

Other funds holding IBTO

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

SignatureFD's IBTO Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 25% in Q2 2026, buying an estimated $50.1K and bringing the position to 10,418 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

SignatureFD first reported a position in IBTO in Q1 2025 and has held it in 6 quarters since. The position peaked at $326K in Q1 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

SignatureFD held 10,418 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $251K as of Q2 2026.
SignatureFD bought 2,071 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $50.1K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #973 holding.
SignatureFD first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
SignatureFD's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $326K in Q1 2025.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.