BlackRock
IBTK icon

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

BlackRock’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
Q1 		$15.1M Buy
763,514
+442,830
+138% +$8.78M ﹤0.01% 3249
2025
Q4 		$6.36M Buy
320,684
+127,250
+66% +$2.53M ﹤0.01% 3733
2025
Q3 		$3.84M Sell
193,434
-20,719
-10% -$410K ﹤0.01% 3882
2025
Q2 		$4.25M Buy
+214,153
New +$4.2M ﹤0.01% 3839
2021
Q3 		– Sell
-50,000
Closed -$1.17M – 5648
2021
Q2 		$1.17M Hold
50,000
– – ﹤0.01% 4466
2021
Q1 		$1.14M Hold
50,000
– – ﹤0.01% 4461
2020
Q4 		$1.22M Hold
50,000
– – ﹤0.01% 4167
2020
Q3 		$1.25M Buy
+50,000
New +$1.25M ﹤0.01% 4048

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return