Chatham Capital Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Chatham Capital Group’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	$3.88M	Buy	198,375 +12,380	+7%	+$243K	0.5%	61
2026 Q1	$3.67M	Buy	185,995 +24,065	+15%	+$477K	0.53%	59
2025 Q4	$3.21M	Buy	161,930 +40,585	+33%	+$808K	0.46%	68
2025 Q3	$2.41M	Buy	121,345 +25,950	+27%	+$514K	0.35%	80
2025 Q2	$1.89M	Buy	95,395 +14,760	+18%	+$290K	0.29%	95
2025 Q1	$1.59M	Buy	80,635 +45,000	+126%	+$871K	0.26%	98
2024 Q4	$684K	Buy	35,635 +1,635	+5%	+$31.8K	0.11%	140
2024 Q3	$682K	Buy	+34,000	New	+$673K	0.11%	138

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Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return