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Vestmark Advisory Solutions’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Vestmark Advisory Solutions’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 		$231K Buy
+9,552
New +$231K ﹤0.01% 1381

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

Vestmark Advisory Solutions's IBTO Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q2 2026: 9,552 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1381 among its holdings.

83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Vestmark Advisory Solutions held 9,552 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $231K as of Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF was a new Vestmark Advisory Solutions position in Q2 2026.
  • iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1381 holding.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.