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 Q2	$674K	Sell	34,509 -778	-2%	-$15.2K	﹤0.01%	2244
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

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

Cerity Partners's IBTK Position: Q2 2026 in Review

Cerity Partners reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 2.2% in Q2 2026, selling an estimated $15.2K and leaving 34,509 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Cerity Partners first reported a position in IBTK in Q1 2024 and has held it in 10 quarters since. The position peaked at $696K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Cerity Partners held 34,509 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $674K as of Q2 2026.
Cerity Partners sold 778 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $15.2K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2244 holding.
Cerity Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $696K in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.