Choreo LLC’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Choreo LLC’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 Q3	$3.24M	Buy	+170,669	New	+$3.3M	0.03%	310

Other funds holding IBTK

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Horizon Advisory Services West Henrietta, New York $264M AUM 12.59% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Choreo LLC's IBTK Position: Q3 2026 in Review

Choreo LLC opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026: 170,669 shares worth $3.24M. The stake represents 0.03% of the portfolio and ranks #310 among its holdings.

83 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

Choreo LLC held 170,669 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $3.24M as of Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new Choreo LLC position in Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of Choreo LLC's portfolio in Q3 2026, its #310 holding.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Choreo LLC's 13F filing for Q3 2026, filed 28 Oct 2026.