Single Point Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Single Point Partners’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	$331K	Buy	+13,718	New	+$332K	0.06%	73

Other funds holding IBTO

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

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Single Point Partners's IBTO Position: Q2 2026 in Review

Single Point Partners opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 13,718 shares worth $331K. The stake represents 0.06% of the portfolio and ranks #73 among its holdings.

10 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Single Point Partners held 13,718 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $331K as of Q2 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Single Point Partners position in Q2 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.06% of Single Point Partners's portfolio in Q2 2026, its #73 holding.
10 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.