SWC
IBTO icon

Spectrum Wealth Counsel’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$49.8K Hold
2,041
– – 0.01% 173
2024
Q4 		$48.2K Hold
2,041
– – 0.01% 169
2024
Q3 		$51.2K Hold
2,041
– – 0.01% 168
2024
Q2 		$49K Buy
+2,041
New +$48.6K 0.01% 204

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Wealth Counsel's IBTO Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) position steady in Q1 2025 at 2,041 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #173.

Spectrum Wealth Counsel first reported a position in IBTO in Q2 2024 and has held it in 4 quarters since. The position peaked at $51.2K in Q3 2024. 71 funds tracked by Wall St. Rank hold IBTO as of Q1 2025.

  • Spectrum Wealth Counsel held 2,041 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $49.8K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2033 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #173 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $51.2K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.