GLOBALT Investments LLC / GA IBTO — iShares iBonds Dec 2033 Term T

Ownership history in GLOBALT Investments LLC / GA  ·  6 quarters on record

AI Ownership Summary

GLOBALT Investments LLC / GA reported iShares iBonds Dec 2033 Term T (IBTO) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.4% in 2025 Q1. The latest visible filing shows IBTO at 2.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLOBALT Investments LLC / GA's position in iShares iBonds Dec 2033 Term T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBTO was reported at 2.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBTO stock page GLOBALT Investments LLC / GA fund profile GLOBALT Investments LLC / GA full holdings
How GLOBALT Investments LLC / GA held IBTO — position size vs. price
% of Fund (quarterly)    IBTO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 2,411,272 +146,569 +6.5% 2.10% $58.8M 2026-05-15 $23.83
2025 Q4 REDUCED — — — 2,264,703 -3,870 -0.2% 2.03% $55.6M 2026-02-06 $24.20
2025 Q3 REDUCED — — — 2,268,573 -54,310 -2.3% 2.04% $55.9M 2025-10-14 $24.17
2025 Q2 REDUCED — — — 2,322,883 -81,219 -3.4% 2.18% $56.9M 2025-07-31 $23.39
2025 Q1 REDUCED — — — 2,404,102 -66,793 -2.7% 2.40% $58.7M 2025-05-07 $23.26
2024 Q4 INITIATED — — — 2,470,895 — — 2.24% $58.4M 2025-02-10 $22.54

🏢 Other funds also holding IBTO

As of 2026 Q1 — sorted by position size

PFG Private Wealth Management, LLC 3Y 5.4% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 2.37% Headland Capital, LLC 2.15% Accretive Wealth Partners, LLC 3Y 0.95% Krilogy Financial LLC 3Y 7Y 0.88% Probity Advisors, Inc. 3Y 7Y 0.76% Atlantic Union Bankshares Corp 3Y 7Y 0.68% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.41% FAGAN ASSOCIATES, INC. 3Y 7Y 0.33% Greater Midwest Financial Group, LLC 0.31%

FAQ About GLOBALT Investments LLC / GA and IBTO

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLOBALT Investments LLC / GA reported owning IBTO?

GLOBALT Investments LLC / GA reported IBTO across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IBTO position in GLOBALT Investments LLC / GA's portfolio?

The largest reported portfolio weight for IBTO was 2.40% in 2025 Q1.

What is the latest reported IBTO position on this page?

The most recent filing on this page is 2026 Q1, when GLOBALT Investments LLC / GA reported 2,411,272 shares, equal to 2.10% of portfolio, with an estimated market value of $58.8M.

What does the chart on this IBTO ownership page compare?

The chart compares GLOBALT Investments LLC / GA's quarterly IBTO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GLOBALT Investments LLC / GA time their IBTO position?

Based on 13F filing dates vs. subsequent IBTO price moves, GLOBALT Investments LLC / GA correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on IBTO relative to SPY over the holding period was -11.9%.

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