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Walleye Partners’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Walleye Partners’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 		– Sell
-8,645
Closed -$212K – 61
2025
Q4 		$212K Buy
+8,645
New +$214K 0.24% 54

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
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 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

Walleye Partners's IBTO Position: Q1 2026 in Review

Walleye Partners sold out of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) in Q1 2026, closing a stake of 8,645 shares — an estimated $212K sold.

Walleye Partners first reported a position in IBTO in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 84 funds tracked by Wall St. Rank hold IBTO as of Q1 2026.

  • Walleye Partners reported no remaining iShares iBonds Dec 2033 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Walleye Partners sold 8,645 iShares iBonds Dec 2033 Term Treasury ETF shares in Q1 2026, an estimated $212K.
  • Walleye Partners first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Walleye Partners's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $212K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q1 2026.

Based on Walleye Partners's 13F filing for Q1 2026, filed 23 Apr 2026.