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

DecisionMap Wealth Management’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	$439K	Buy	22,488 +4,986	+28%	+$97.7K	0.25%	88
2026 Q1	$345K	Hold	17,502	–	–	0.22%	93
2025 Q4	$347K	Buy	17,502 +274	+2%	+$5.45K	0.21%	89
2025 Q3	$342K	Hold	17,228	–	–	0.22%	91
2025 Q2	$342K	Buy	17,228 +3,034	+21%	+$59.5K	0.23%	91
2025 Q1	$279K	Hold	14,194	–	–	0.21%	99
2024 Q4	$272K	Buy	+14,194	New	+$276K	0.22%	95

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

DecisionMap Wealth Management's IBTK Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 28% in Q2 2026, buying an estimated $97.7K and bringing the position to 22,488 shares worth $439K. The position accounts for 0.25% of the portfolio, ranked #88.

DecisionMap Wealth Management first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

DecisionMap Wealth Management held 22,488 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $439K as of Q2 2026.
DecisionMap Wealth Management bought 4,986 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $97.7K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.25% of DecisionMap Wealth Management's portfolio in Q2 2026, its #88 holding.
DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.