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 Q3	$2.36M	Buy	124,185 +36,775	+42%	+$711K	0.12%	73
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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Atwood & Palmer's IBTK Position: Q3 2026 in Review

Atwood & Palmer increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 42% in Q3 2026, buying an estimated $711K and bringing the position to 124,185 shares worth $2.36M. The position accounts for 0.12% of the portfolio, ranked #73.

Atwood & Palmer first reported a position in IBTK in Q3 2023 and has held it in 13 quarters since. The position peaked at $22.2M in Q1 2025. 23 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

Atwood & Palmer held 124,185 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.36M as of Q3 2026.
Atwood & Palmer bought 36,775 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $711K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.12% of Atwood & Palmer's portfolio in Q3 2026, its #73 holding.
Atwood & Palmer first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and has held it in 13 quarters since.
Atwood & Palmer's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $22.2M in Q1 2025.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.