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Action Point Financial Planning’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Action Point Financial Planning’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$83.9K Buy
+4,292
New +$84.1K 0.01% 660

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Action Point Financial Planning's IBTK Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 4,292 shares worth $83.9K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings.

172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Action Point Financial Planning held 4,292 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $83.9K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #660 holding.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.