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

BIP Wealth’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 		$656K Sell
33,580
-2,783
-8% -$54.5K 0.02% 332
2026
Q1 		$717K Sell
36,363
-22,739
-38% -$451K 0.03% 240
2025
Q4 		$1.17M Buy
+59,102
New +$1.18M 0.04% 192

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
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
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

BIP Wealth's IBTK Position: Q2 2026 in Review

BIP Wealth reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 7.7% in Q2 2026, selling an estimated $54.5K and leaving 33,580 shares worth $656K. The position accounts for 0.02% of the portfolio, ranked #332.

BIP Wealth first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.17M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • BIP Wealth held 33,580 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $656K as of Q2 2026.
  • BIP Wealth sold 2,783 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $54.5K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #332 holding.
  • BIP Wealth first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.17M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.