Atwood & Palmer’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Atwood & Palmer’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	$1.71M	Sell	87,410 -2,885	-3%	-$56.5K	0.09%	75
2026 Q1	$1.78M	Sell	90,295 -700	-0.8%	-$13.9K	0.1%	76
2025 Q4	$1.81M	Hold	90,995	–	–	0.1%	75
2025 Q3	$1.81M	Sell	90,995 -8,115	-8%	-$161K	0.11%	70
2025 Q2	$1.97M	Sell	99,110 -1,029,781	-91%	-$20.2M	0.12%	66
2025 Q1	$22.2M	Buy	1,128,891 +49,918	+5%	+$966K	1.54%	31
2024 Q4	$20.7M	Buy	1,078,973 +59,237	+6%	+$1.15M	1.42%	33
2024 Q3	$20.4M	Buy	1,019,736 +58,486	+6%	+$1.16M	1.39%	32
2024 Q2	$18.5M	Buy	961,250 +8,575	+0.9%	+$164K	1.4%	34
2024 Q1	$18.5M	Buy	952,675 +114,350	+14%	+$2.22M	1.4%	33
2023 Q4	$16.5M	Buy	838,325 +41,200	+5%	+$785K	1.34%	34
2023 Q3	$15.1M	Buy	+797,125	New	+$15.4M	1.32%	36

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

Atwood & Palmer's IBTK Position: Q2 2026 in Review

Atwood & Palmer reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 3.2% in Q2 2026, selling an estimated $56.5K and leaving 87,410 shares worth $1.71M. The position accounts for 0.09% of the portfolio, ranked #75.

Atwood & Palmer first reported a position in IBTK in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.2M in Q1 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Atwood & Palmer held 87,410 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.71M as of Q2 2026.
Atwood & Palmer sold 2,885 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $56.5K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.09% of Atwood & Palmer's portfolio in Q2 2026, its #75 holding.
Atwood & Palmer first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Atwood & Palmer's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $22.2M in Q1 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.