Wells Fargo’s iShares iBonds Dec 2033 Term Treasury ETF IBTO Stock Holding History

Wells Fargo’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	$7.9M	Buy	327,219 +3,789	+1%	+$91.6K	﹤0.01%	2409
2026 Q1	$7.89M	Buy	323,430 +16,091	+5%	+$395K	﹤0.01%	2221
2025 Q4	$7.55M	Sell	307,339 -2,301	-0.7%	-$56.9K	﹤0.01%	2289
2025 Q3	$7.63M	Buy	309,640 +107,071	+53%	+$2.62M	﹤0.01%	2226
2025 Q2	$4.96M	Sell	202,569 -86,136	-30%	-$2.08M	﹤0.01%	2476
2025 Q1	$7.04M	Sell	288,705 -99,813	-26%	-$2.39M	﹤0.01%	2142
2024 Q4	$9.18M	Sell	388,518 -14,254	-4%	-$345K	﹤0.01%	1948
2024 Q3	$10.1M	Sell	402,772 -2,824	-0.7%	-$69.9K	﹤0.01%	1825
2024 Q2	$9.73M	Buy	405,596 +8,767	+2%	+$209K	﹤0.01%	1758
2024 Q1	$9.64M	Buy	396,829 +88,884	+29%	+$2.16M	﹤0.01%	1775
2023 Q4	$7.65M	Buy	307,945 +43,412	+16%	+$1.03M	﹤0.01%	1905
2023 Q3	$6.24M	Buy	+264,533	New	+$6.43M	﹤0.01%	1949

Other funds holding IBTO

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Headland Capital Mt. Pleasant, South Carolina $406M AUM 18.45% 1-Year Est. Return

Wells Fargo's IBTO Position: Q2 2026 in Review

Wells Fargo increased its iShares iBonds Dec 2033 Term Treasury ETF (IBTO) stake by 1.2% in Q2 2026, buying an estimated $91.6K and bringing the position to 327,219 shares worth $7.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2409.

Wells Fargo first reported a position in IBTO in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2024. 83 funds tracked by Wall St. Rank hold IBTO as of Q2 2026.

Wells Fargo held 327,219 shares of iShares iBonds Dec 2033 Term Treasury ETF worth $7.9M as of Q2 2026.
Wells Fargo bought 3,789 iShares iBonds Dec 2033 Term Treasury ETF shares in Q2 2026, an estimated $91.6K.
iShares iBonds Dec 2033 Term Treasury ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2409 holding.
Wells Fargo first reported a position in iShares iBonds Dec 2033 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Wells Fargo's iShares iBonds Dec 2033 Term Treasury ETF position peaked at $10.1M in Q3 2024.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2033 Term Treasury ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.