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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

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FDCDDQ
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KF
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AUB
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UBS Group
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Envestnet Asset Management
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Morgan Stanley
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EC
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Truist Financial
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