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

Evexia 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
2025
Q4 		– Sell
-74,903
Closed -$1.49M – 90
2025
Q3 		$1.49M Buy
74,903
+3,484
+5% +$68.9K 0.45% 42
2025
Q2 		$1.4M Buy
71,419
+26,420
+59% +$519K 0.44% 43
2025
Q1 		$880K Buy
44,999
+1,024
+2% +$19.8K 0.32% 48
2024
Q4 		$847K Buy
+43,975
New +$856K 0.29% 48

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Evexia Wealth's IBTK Position: Q4 2025 in Review

Evexia Wealth sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 74,903 shares — an estimated $1.49M sold.

Evexia Wealth first reported a position in IBTK in Q4 2024 and held it in 4 quarters. The position peaked at $1.49M in Q3 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

  • Evexia Wealth reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Evexia Wealth sold 74,903 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $1.49M.
  • Evexia Wealth first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and held it in 4 quarters.
  • Evexia Wealth's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.49M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on Evexia Wealth's 13F filing for Q4 2025, filed 16 Jan 2026.