Smartleaf Asset Management’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Smartleaf Asset Management’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	$218K	Buy	+9,471	New	+$224K	0.01%	897

Other funds holding IBTO

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

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

Hills Bank & Trust North Liberty, Iowa $2.37B AUM 11.39% 1-Year Est. Return

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

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Smartleaf Asset Management's IBTO Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q3 2026: 9,471 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #897 among its holdings.

85 funds tracked by Wall St. Rank hold IBTO as of Q3 2026.

Smartleaf Asset Management held 9,471 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $218K as of Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF was a new Smartleaf Asset Management position in Q3 2026.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #897 holding.
85 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.