Ameriprise
IBTK icon

Ameriprise’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Ameriprise’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 		$13.6M Buy
687,426
+422,912
+160% +$8.39M ﹤0.01% 1694
2025
Q4 		$5.25M Buy
264,514
+24,698
+10% +$491K ﹤0.01% 2391
2025
Q3 		$4.75M Buy
239,816
+123,261
+106% +$2.44M ﹤0.01% 2488
2025
Q2 		$2.31M Buy
116,555
+4,973
+4% +$97.6K ﹤0.01% 2870
2025
Q1 		$2.19M Sell
111,582
-6,235
-5% -$121K ﹤0.01% 2846
2024
Q4 		$2.26M Sell
117,817
-8,438
-7% -$164K ﹤0.01% 2858
2024
Q3 		$2.53M Buy
126,255
+582
+0.5% +$11.5K ﹤0.01% 2787
2024
Q2 		$2.42M Buy
+125,673
New +$2.4M ﹤0.01% 2783
2024
Q1 		– Sell
-98,559
Closed -$2.58M – 3911
2023
Q4 		$2.58M Buy
+98,559
New +$1.88M ﹤0.01% 2750

Other funds holding IBTK

Wells Fargo
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
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
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