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 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 $2.8B AUM 21.13% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return

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 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 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Snowden Capital Advisors's IBTO Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.5% in Q1 2026, buying an estimated $49.9K and bringing the position to 84,819 shares worth $2.07M. The position accounts for 0.06% of the portfolio, ranked #330.

Snowden Capital Advisors first reported a position in IBTO in Q3 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

Snowden Capital Advisors held 84,819 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.07M as of Q1 2026.
Snowden Capital Advisors bought 2,030 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $49.9K.
iShares iBonds Dec 2033 Term Treasury ETF made up 0.06% of Snowden Capital Advisors's portfolio in Q1 2026, its #330 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.