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iShares iBonds Dec 2033 Term Treasury ETF shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors 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 Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares iBonds Dec 2033 Term Treasury ETF by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $582k 24k 24.65
2025-06-30 $606k 25k 24.51
2025-03-31 $603k 25k 24.40
2024-12-31 $584k 25k 23.63

More positions owned by Captrust Financial Advisors

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Microsoft Corp Stock (MSFT)
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Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

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
Morgan Stanley
Chatham Capital Group
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Headland Capital
UBS Group
HighTower Advisors
Probity Advisors
Accretive Wealth Partners

View all funds holding iShares iBonds Dec 2033 Term Treasury ETF