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
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 $2.8B 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

Truist Financial's IBTO Position: Q1 2026 in Review

Truist Financial increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 16% in Q1 2026, buying an estimated $540K and bringing the position to 156,326 shares worth $3.81M. The position accounts for 0.01% of the portfolio, ranked #975.

Truist Financial first reported a position in IBTO in Q4 2024 and has held it in 6 quarters since. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Truist Financial held 156,326 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $3.81M as of Q1 2026.
  • Truist Financial bought 21,971 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $540K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #975 holding.
  • Truist Financial first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.