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 $617B AUM 30.33% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WIM

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

BCS Wealth Management's IBTK Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2025, closing a stake of 11,167 shares — an estimated $220K sold.

BCS Wealth Management first reported a position in IBTK in Q4 2023 and held it in 6 quarters. The position peaked at $224K in Q3 2024. 130 funds tracked by Wall St. Rank hold IBTK as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 11,167 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2025, an estimated $220K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $224K in Q3 2024.
130 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.