AssetMark Inc
IBTK icon

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

AssetMark Inc’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 		$2.46K Buy
+126
New +$2.47K ﹤0.01% 2908

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MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
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Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

AssetMark Inc's IBTK Position: Q2 2026 in Review

AssetMark Inc opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 126 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #2908 among its holdings.

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

  • AssetMark Inc held 126 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.46K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new AssetMark Inc position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2908 holding.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.