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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
Q3 		$16.3K Buy
+859
New +$16.6K 0.01% 167
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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Clayton Financial Group's IBTK Position: Q3 2026 in Review

Clayton Financial Group opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026: 859 shares worth $16.3K. The stake represents 0.01% of the portfolio and ranks #167 among its holdings. This is a return to the name: Clayton Financial Group previously reported a position in IBTK as recently as Q1 2026.

Clayton Financial Group first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Clayton Financial Group held 859 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $16.3K as of Q3 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Clayton Financial Group position in Q3 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Clayton Financial Group's portfolio in Q3 2026, its #167 holding.
  • Clayton Financial Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Clayton Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.