Cerity Partners
IBTK icon

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

Cerity Partners’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 		$696K Buy
35,287
+9,637
+38% +$191K ﹤0.01% 2086
2025
Q4 		$509K Buy
25,650
+711
+3% +$14.1K ﹤0.01% 2098
2025
Q3 		$496K Buy
24,939
+1,055
+4% +$20.9K ﹤0.01% 1976
2025
Q2 		$474K Sell
23,884
-88
-0.4% -$1.73K ﹤0.01% 1894
2025
Q1 		$471K Buy
23,972
+88
+0.4% +$1.7K ﹤0.01% 1787
2024
Q4 		$458K Buy
23,884
+2,273
+11% +$44.2K ﹤0.01% 1815
2024
Q3 		$433K Hold
21,611
– – ﹤0.01% 1851
2024
Q2 		$417K Hold
21,611
– – ﹤0.01% 1636
2024
Q1 		$420K Buy
+21,611
New +$420K ﹤0.01% 1686

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