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Exchange Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Exchange Capital 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
2025
Q2 		$322K Buy
16,239
+359
+2% +$7.05K 0.05% 184
2025
Q1 		$312K Buy
15,880
+600
+4% +$11.6K 0.05% 186
2024
Q4 		$293K Buy
+15,280
New +$297K 0.05% 193

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Exchange Capital Management's IBTK Position: Q2 2025 in Review

Exchange Capital Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 2.3% in Q2 2025, buying an estimated $7.05K and bringing the position to 16,239 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #184.

Exchange Capital Management first reported a position in IBTK in Q4 2024 and has held it in 3 quarters since. 130 funds tracked by Wall St. Rank hold IBTK as of Q2 2025.

  • Exchange Capital Management held 16,239 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $322K as of Q2 2025.
  • Exchange Capital Management bought 359 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2025, an estimated $7.05K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of Exchange Capital Management's portfolio in Q2 2025, its #184 holding.
  • Exchange Capital Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.