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Sowell Financial Services’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Sowell Financial Services’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
2024
Q4 		– Sell
-18,502
Closed -$465K – 550
2024
Q3 		$465K Sell
18,502
-2,140
-10% -$53K 0.02% 451
2024
Q2 		$495K Buy
+20,642
New +$492K 0.02% 439

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sowell Financial Services's IBTO Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2024, closing a stake of 18,502 shares — an estimated $465K sold.

Sowell Financial Services first reported a position in IBTO in Q2 2024 and held it in 2 quarters. The position peaked at $495K in Q2 2024. 57 funds tracked by Wall St. Rank hold IBTO as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 18,502 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2024, an estimated $465K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $495K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.