Advisory Services Network’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Advisory Services Network’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 Q1	$11K	Buy	+558	New	+$11.1K	﹤0.01%	3510
2025 Q4	–	Sell	-558	Closed	-$11.1K	–	2975
2025 Q3	$11.1K	Buy	+558	New	+$11K	﹤0.01%	3241
2024 Q1	–	Sell	-558	Closed	-$11K	–	2488
2023 Q4	$11K	Buy	+558	New	+$10.6K	﹤0.01%	2818
2023 Q2	–	Sell	-1,005	Closed	-$20.3K	–	2463
2023 Q1	$20.3K	Hold	1,005	–	–	﹤0.01%	2532
2022 Q4	$19.6K	Buy	+1,005	New	+$19.7K	﹤0.01%	2487

Other funds holding IBTK

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return