IBTO — ISHARES IBONDS DEC 2033 TRES
As of Q2 2026, 5 SEC-registered investment managers reported holding IBTO (ISHARES IBONDS DEC 2033 TRES) in their latest 13F filings, with a combined reported value of $41.82M across 1.73M shares. That is +5.4% by share count (+88.30K shares) versus the previous quarter, while reported value moved +4.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 1.05M | $25.42M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 327.22K | $7.90M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 179.53K | $4.33M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 155.16K | $3.74M | 0.00% | Add |
| Citadel Advisors history | Q4 2025 | 28.85K | $708.44K | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2025 | 23.42K | $574.00K | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 17.83K | $430.17K | 0.00% | Hold |
| JPMorgan Chase & Co history | Q1 2025 | 276 | $6.73K | 0.00% | New |
| PNC Financial Services history | Q1 2024 | 25 | $607 | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q3 2024 | 1 | $25 | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | — | 258.69K | 282.64K | 283.37K | 292.41K | 293.62K | 336.58K | 608.56K | 863.68K | 923.09K | 988.80K | 1.05M |
| Wells Fargo & Co | 264.53K | 307.94K | 396.83K | 405.60K | 402.77K | 388.52K | 288.70K | 202.57K | 309.64K | 307.34K | 323.43K | 327.22K |
| UBS Group AG | 3.14K | 52.94K | 622.51K | 573.78K | 575.94K | 598.56K | 345.50K | 242.69K | 234.98K | 170.53K | 178.42K | 179.53K |
| Bank of America Corp | — | 649 | — | 7.55K | 2.98K | 13.99K | 11.81K | 34.21K | 66.50K | 81.72K | 136.25K | 155.16K |
| AQR Capital Management | — | — | — | — | — | — | — | — | 17.83K | 18.90K | 17.83K | 17.83K |
| Citadel Advisors | 14.91K | — | — | — | 16.11K | 25.89K | — | 30.53K | 79.64K | 28.85K | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | 276 | — | — | — | — | — |
| Goldman Sachs Group | — | 112.47K | 112.47K | 148.94K | — | — | 17.52K | 23.42K | — | — | — | — |
| PNC Financial Services | — | — | 25 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details