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Tower Research Capital (TRC)’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Tower Research Capital (TRC)’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 		$626K Buy
+25,658
New +$630K 0.02% 768
2025
Q4 		– Sell
-27,587
Closed -$680K – 5348
2025
Q3 		$680K Buy
+27,587
New +$675K 0.02% 680

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

Tower Research Capital (TRC)'s IBTO Position: Q1 2026 in Review

Tower Research Capital (TRC) opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026: 25,658 shares worth $626K. The stake represents 0.02% of the portfolio and ranks #768 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in IBTO as recently as Q3 2025.

Tower Research Capital (TRC) first reported a position in IBTO in Q3 2025 and has held it in 2 quarters since. The position peaked at $680K in Q3 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Tower Research Capital (TRC) held 25,658 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $626K as of Q1 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Tower Research Capital (TRC) position in Q1 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #768 holding.
  • Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and has held it in 2 quarters since.
  • Tower Research Capital (TRC)'s iShares iBonds Dec 2033 Term Treasury ETF position peaked at $680K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.