TRCT
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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
Q2 		– Sell
-25,658
Closed -$626K – 5429
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 $2.97B AUM 23.94% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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 $424B AUM 22.96% 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

Tower Research Capital (TRC)'s IBTO Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026, closing a stake of 25,658 shares — an estimated $626K sold.

Tower Research Capital (TRC) first reported a position in IBTO in Q3 2025 and held it in 2 quarters. The position peaked at $680K in Q3 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 25,658 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $626K.
  • Tower Research Capital (TRC) first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2025 and held it in 2 quarters.
  • Tower Research Capital (TRC)'s iShares iBonds Dec 2033 Term Treasury ETF position peaked at $680K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.