Truist Financial
IBTO icon

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

Truist Financial’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 		$4.07M Buy
168,492
+12,166
+8% +$294K ﹤0.01% 1024
2026
Q1 		$3.81M Buy
156,326
+21,971
+16% +$540K 0.01% 975
2025
Q4 		$3.3M Buy
134,355
+3,293
+3% +$81.4K ﹤0.01% 1034
2025
Q3 		$3.23M Buy
131,062
+4,320
+3% +$106K ﹤0.01% 1104
2025
Q2 		$3.11M Sell
126,742
-4,931
-4% -$119K ﹤0.01% 1081
2025
Q1 		$3.21M Sell
131,673
-8,418
-6% -$201K 0.01% 1011
2024
Q4 		$3.31M Buy
+140,091
New +$3.39M 0.01% 1006

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

Truist Financial's IBTO Position: Q2 2026 in Review

Truist Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 7.8% in Q2 2026, buying an estimated $294K and bringing the position to 168,492 shares worth $4.07M. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

Truist Financial first reported a position in IBTO in Q4 2024 and has held it in 7 quarters since. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Truist Financial held 168,492 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $4.07M as of Q2 2026.
  • Truist Financial bought 12,166 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $294K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1024 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.