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Clayton Financial Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Clayton Financial 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 		– Sell
-787
Closed -$15.5K – 303
2026
Q1 		$15.5K Buy
787
+35
+5% +$694 0.01% 206
2025
Q4 		$14.9K Buy
+752
New +$15K 0.01% 209

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
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
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

Clayton Financial Group's IBTK Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 787 shares — an estimated $15.5K sold.

Clayton Financial Group first reported a position in IBTK in Q4 2025 and held it in 2 quarters. The position peaked at $15.5K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Clayton Financial Group reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 787 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $15.5K.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $15.5K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.