BCS Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

BCS Wealth Management’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
2025 Q2	–	Sell	-11,167	Closed	-$220K	–	277
2025 Q1	$220K	Hold	11,167	–	–	0.06%	229
2024 Q4	$214K	Hold	11,167	–	–	0.05%	242
2024 Q3	$224K	Hold	11,167	–	–	0.1%	150
2024 Q2	$215K	Hold	11,167	–	–	0.1%	148
2024 Q1	$217K	Hold	11,167	–	–	0.07%	223
2023 Q4	$220K	Buy	+11,167	New	+$213K	0.08%	205

Other funds holding IBTK

Wells Fargo San Francisco, California $501B AUM 22.01% 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

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return