Clearstead Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Clearstead Advisors’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
2025 Q4	–	Sell	-137	Closed	-$2.72K	–	2989
2025 Q3	$2.72K	Buy	+137	New	+$2.71K	﹤0.01%	2359

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clearstead Advisors's IBTK Position: Q4 2025 in Review

Clearstead Advisors sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 137 shares — an estimated $2.72K sold.

Clearstead Advisors first reported a position in IBTK in Q3 2025 and held it in 1 quarter. The position peaked at $2.72K in Q3 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

Clearstead Advisors reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Clearstead Advisors sold 137 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $2.72K.
Clearstead Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
Clearstead Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $2.72K in Q3 2025.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.