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 Q3	$315K	Hold	13,718	–	–	0.06%	73
2026 Q2	$331K	Buy	+13,718	New	+$332K	0.06%	73

Other funds holding IBTO

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Single Point Partners's IBTO Position: Q3 2026 in Review

Single Point Partners held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q3 2026 at 13,718 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #73.

Single Point Partners first reported a position in IBTO in Q2 2026 and has held it in 2 quarters since. The position peaked at $331K in Q2 2026. 18 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Single Point Partners held 13,718 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $315K as of Q3 2026.
Single Point Partners left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.06% of Single Point Partners's portfolio in Q3 2026, its #73 holding.
Single Point Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
Single Point Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $331K in Q2 2026.
18 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Single Point Partners's 13F filing for Q3 2026, filed 19 Oct 2026.