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Visionary Wealth Advisors’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Visionary Wealth Advisors’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 		$456K Sell
18,896
-406
-2% -$9.81K 0.02% 444
2026
Q1 		$471K Sell
19,302
-32
-0.2% -$786 0.02% 411
2025
Q4 		$475K Sell
19,334
-173
-0.9% -$4.28K 0.02% 396
2025
Q3 		$481K Buy
19,507
+4,624
+31% +$113K 0.02% 392
2025
Q2 		$365K Buy
+14,883
New +$360K 0.02% 423

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

Visionary Wealth Advisors's IBTO Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 2.1% in Q2 2026, selling an estimated $9.81K and leaving 18,896 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #444.

Visionary Wealth Advisors first reported a position in IBTO in Q2 2025 and has held it in 5 quarters since. The position peaked at $481K in Q3 2025. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

  • Visionary Wealth Advisors held 18,896 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $456K as of Q2 2026.
  • Visionary Wealth Advisors sold 406 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $9.81K.
  • iShares iBonds Dec 2033 Term Treasury ETF made up 0.02% of Visionary Wealth Advisors's portfolio in Q2 2026, its #444 holding.
  • Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Visionary Wealth Advisors's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $481K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.