Arax Advisory Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Arax Advisory Partners’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	$8.99M	Buy	+459,994	New	+$9.01M	0.06%	335

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

Arax Advisory Partners's IBTK Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 459,994 shares worth $8.99M. The stake represents 0.06% of the portfolio and ranks #335 among its holdings.

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

Arax Advisory Partners held 459,994 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $8.99M as of Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new Arax Advisory Partners position in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #335 holding.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.