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

Clearstead Trust’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 		$41.7K Hold
2,136
– – 0.01% 341
2026
Q1 		$42.1K Hold
2,136
– – 0.01% 333
2025
Q4 		$42.4K Buy
+2,136
New +$42.5K 0.01% 344

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

Clearstead Trust's IBTK Position: Q2 2026 in Review

Clearstead Trust held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 2,136 shares worth $41.7K. The position accounts for 0.01% of the portfolio, ranked #341.

Clearstead Trust first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.4K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Clearstead Trust held 2,136 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $41.7K as of Q2 2026.
  • Clearstead Trust left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #341 holding.
  • Clearstead Trust first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Clearstead Trust's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $42.4K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.