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Summitry LLC’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Summitry LLC’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
-1,013,526
Closed -$25.4M – 147
2024
Q3 		$25.4M Buy
1,013,526
+14,353
+1% +$355K 1.22% 31
2024
Q2 		$24M Buy
+999,173
New +$23.8M 1.24% 32

Other funds holding IBTO

GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Summitry LLC's IBTO Position: Q4 2024 in Review

Summitry LLC sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q4 2024, closing a stake of 1,013,526 shares — an estimated $25.4M sold.

Summitry LLC first reported a position in IBTO in Q2 2024 and held it in 2 quarters. The position peaked at $25.4M in Q3 2024. 57 funds tracked by Wall St. Rank hold IBTO as of Q4 2024.

  • Summitry LLC reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Summitry LLC sold 1,013,526 iShares iBonds Dec 2033 Term Treasury ETF shares in Q4 2024, an estimated $25.4M.
  • Summitry LLC first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Summitry LLC's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $25.4M in Q3 2024.
  • 57 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q4 2024.

Based on Summitry LLC's 13F filing for Q4 2024, filed 12 Feb 2025.