Snowden Capital Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Snowden Capital Advisors’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	$2.05M	Buy	85,027 +208	+0.2%	+$5.03K	0.05%	354
2026 Q1	$2.07M	Buy	84,819 +2,030	+2%	+$49.9K	0.06%	330
2025 Q4	$2.03M	Hold	82,789	–	–	0.05%	328
2025 Q3	$2.04M	Hold	82,789	–	–	0.06%	319
2025 Q2	$2.03M	Hold	82,789	–	–	0.06%	306
2025 Q1	$2.02M	Buy	82,789 +11,970	+17%	+$286K	0.06%	299
2024 Q4	$1.67M	Buy	70,819 +8,025	+13%	+$194K	0.05%	342
2024 Q3	$1.58M	Buy	62,794 +1,995	+3%	+$49.4K	0.05%	383
2024 Q2	$1.46M	Sell	60,799 -3,435	-5%	-$81.8K	0.04%	403
2024 Q1	$1.56M	Buy	64,234 +1,845	+3%	+$44.9K	0.05%	383
2023 Q4	$1.55M	Buy	62,389 +24,265	+64%	+$577K	0.06%	335
2023 Q3	$899K	Buy	+38,124	New	+$927K	0.04%	441

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

Snowden Capital Advisors's IBTO Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 0.25% in Q2 2026, buying an estimated $5.03K and bringing the position to 85,027 shares worth $2.05M. The position accounts for 0.05% of the portfolio, ranked #354.

Snowden Capital Advisors first reported a position in IBTO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.07M in Q1 2026. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Snowden Capital Advisors held 85,027 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.05M as of Q2 2026.
Snowden Capital Advisors bought 208 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $5.03K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.05% of Snowden Capital Advisors's portfolio in Q2 2026, its #354 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $2.07M in Q1 2026.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.