CWM »

iShares iBonds Dec 2033 Term Treasury ETF shares owned by CWM

Quarter-by-quarter ownership of iShares iBonds Dec 2033 Term Treasury ETF (IBTO) shares owned by CWM from 13F filings

Historical chart of CWM investment in iShares iBonds Dec 2033 Term Treasury ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares iBonds Dec 2033 Term Treasury ETF held by CWM consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares iBonds Dec 2033 Term Treasury ETF by CWM

Quarter filed Position value Share count Share price at filing
2025-12-31 $856k 35k 24.57
2025-09-30 $482k 20k 24.63
2025-06-30 $73k 3.0k 24.40
2025-03-31 $30k 1.2k 24.14

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Univrsl Usd (IUSB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPAB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)

View all positions for CWM

Top funds holding iShares iBonds Dec 2033 Term Treasury ETF

GLOBALT Investments LLC / GA
Federation des caisses Desjardins du Quebec
Union Bankshares
Krilogy Financial
Confluence Investment Management
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
HighTower Advisors
UBS Group
Probity Advisors
Accretive Wealth Partners
Branch Banking & Trust Company

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF