Cambridge Investment Research Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Cambridge Investment Research Advisors’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	$409K	Buy	20,750 +4,680	+29%	+$92.8K	﹤0.01%	2989
2025 Q4	$319K	Buy	16,070 +503	+3%	+$10K	﹤0.01%	3141
2025 Q3	$309K	Buy	15,567 +3,609	+30%	+$71.4K	﹤0.01%	3088
2025 Q2	$237K	Sell	11,958 -4,806	-29%	-$94.3K	﹤0.01%	3182
2025 Q1	$330K	Buy	+16,764	New	+$324K	﹤0.01%	2775
2024 Q1	–	Sell	-16,329	Closed	-$322K	–	3357
2023 Q4	$322K	Buy	+16,329	New	+$311K	﹤0.01%	2541

Other funds holding IBTK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTK Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 29% in Q1 2026, buying an estimated $92.8K and bringing the position to 20,750 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Cambridge Investment Research Advisors first reported a position in IBTK in Q4 2023 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Cambridge Investment Research Advisors held 20,750 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $409K as of Q1 2026.
Cambridge Investment Research Advisors bought 4,680 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $92.8K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2989 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.