DSC
IBTK icon

Duncker Streett & Co’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Duncker Streett & Co’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 		$817K Buy
41,789
+393
+0.9% +$7.7K 0.14% 123
2026
Q1 		$816K Buy
+41,396
New +$821K 0.16% 117

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

Duncker Streett & Co's IBTK Position: Q2 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.95% in Q2 2026, buying an estimated $7.7K and bringing the position to 41,789 shares worth $817K. The position accounts for 0.14% of the portfolio, ranked #123.

Duncker Streett & Co first reported a position in IBTK in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Duncker Streett & Co held 41,789 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $817K as of Q2 2026.
  • Duncker Streett & Co bought 393 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $7.7K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.14% of Duncker Streett & Co's portfolio in Q2 2026, its #123 holding.
  • Duncker Streett & Co first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.