CreativeOne Wealth’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

CreativeOne Wealth’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	$196K	Buy	+10,037	New	+$197K	﹤0.01%	1157

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

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 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 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

CreativeOne Wealth's IBTK Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 10,037 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings.

172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

CreativeOne Wealth held 10,037 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $196K as of Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new CreativeOne Wealth position in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1157 holding.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.