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iShares iBonds Dec 2033 Term Treasury ETF shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $103k 4.2k 24.65
2025-06-30 $102k 4.2k 24.51
2025-03-31 $102k 4.2k 24.40
2024-12-31 $99k 4.2k 23.63