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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
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

GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Thoroughbred Financial Services's IBTO Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 33% in Q1 2026, buying an estimated $571K and bringing the position to 93,580 shares worth $2.28M. The position accounts for 0.14% of the portfolio, ranked #145.

Thoroughbred Financial Services first reported a position in IBTO in Q3 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Thoroughbred Financial Services held 93,580 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $2.28M as of Q1 2026.
  • Thoroughbred Financial Services bought 23,232 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $571K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.14% of Thoroughbred Financial Services's portfolio in Q1 2026, its #145 holding.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.