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

Thoroughbred 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
2026
Q2 		$2.35M Buy
97,386
+3,806
+4% +$92K 0.11% 169
2026
Q1 		$2.28M Buy
93,580
+23,232
+33% +$571K 0.14% 145
2025
Q4 		$1.73M Buy
70,348
+38,042
+118% +$940K 0.1% 188
2025
Q3 		$796K Buy
32,306
+19,876
+160% +$486K 0.05% 312
2025
Q2 		$304K Buy
12,430
+2,464
+25% +$59.6K 0.02% 462
2025
Q1 		$243K Buy
9,966
+64
+0.6% +$1.53K 0.02% 606
2024
Q4 		$233K Buy
9,902
+137
+1% +$3.31K 0.01% 613
2024
Q3 		$245K Buy
+9,765
New +$242K 0.02% 571

Other funds holding IBTO

GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Atlantic Union Bankshares
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HC
Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Thoroughbred Financial Services's IBTO Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 4.1% in Q2 2026, buying an estimated $92K and bringing the position to 97,386 shares worth $2.35M. The position accounts for 0.11% of the portfolio, ranked #169.

Thoroughbred Financial Services first reported a position in IBTO in Q3 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Thoroughbred Financial Services held 97,386 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.35M as of Q2 2026.
  • Thoroughbred Financial Services bought 3,806 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $92K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.11% of Thoroughbred Financial Services's portfolio in Q2 2026, its #169 holding.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.