Blue Trust Inc
IBTK icon

Blue Trust Inc’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Blue Trust Inc’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
Q4 		– Sell
-408
Closed -$8.11K – 2629
2025
Q3 		$8.11K Hold
408
– – ﹤0.01% 1902
2025
Q2 		$8.1K Hold
408
– – ﹤0.01% 1922
2025
Q1 		$8.02K Buy
+408
New +$7.9K ﹤0.01% 1989

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TAM
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United Capital Financial Advisors
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D.A. Davidson & Co
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JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
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MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Trust Inc's IBTK Position: Q4 2025 in Review

Blue Trust Inc sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 408 shares — an estimated $8.11K sold.

Blue Trust Inc first reported a position in IBTK in Q1 2025 and held it in 3 quarters. The position peaked at $8.11K in Q3 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

  • Blue Trust Inc reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 408 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $8.11K.
  • Blue Trust Inc first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
  • Blue Trust Inc's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $8.11K in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.