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IBTO icon

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
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

GI
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
KF
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SignatureFD's IBTO Position: Q1 2026 in Review

SignatureFD held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2026 at 8,347 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

SignatureFD first reported a position in IBTO in Q1 2025 and has held it in 5 quarters since. The position peaked at $326K in Q1 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • SignatureFD held 8,347 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $204K as of Q1 2026.
  • SignatureFD 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 SignatureFD's portfolio in Q1 2026, its #999 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • SignatureFD's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $326K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on SignatureFD's 13F filing for Q1 2026, filed 7 Apr 2026.