Community Bank’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Community Bank’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 Q1	–	Sell	-4,700	Closed	-$90.2K	–	391
2024 Q4	$90.2K	Hold	4,700	–	–	0.01%	239
2024 Q3	$94.2K	Sell	4,700 -2,213	-32%	-$43.8K	0.01%	239
2024 Q2	$133K	Hold	6,913	–	–	0.02%	227
2024 Q1	$134K	Sell	6,913 -19,092	-73%	-$371K	0.02%	229
2023 Q4	$513K	Sell	26,005 -1,940	-7%	-$37K	0.07%	167
2023 Q3	$528K	Buy	27,945 +1,420	+5%	+$27.4K	0.07%	162
2023 Q2	$521K	Buy	26,525 +9,590	+57%	+$192K	0.07%	166
2023 Q1	$341K	Buy	16,935 +1,195	+8%	+$23.8K	0.05%	188
2022 Q4	$308K	Buy	+15,740	New	+$309K	0.04%	198

Other funds holding IBTK

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.62B AUM 17.53% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return