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FF Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

FF Advisors’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 		– Sell
-53,279
Closed -$1.05M – 126
2026
Q1 		$1.05M Sell
53,279
-39,426
-43% -$782K 0.43% 48
2025
Q4 		$1.84M Buy
92,705
+3,326
+4% +$66.2K 0.82% 28
2025
Q3 		$1.78M Buy
89,379
+8,292
+10% +$164K 0.85% 28
2025
Q2 		$1.61M Buy
81,087
+3,207
+4% +$62.9K 0.84% 28
2025
Q1 		$1.53M Buy
77,880
+4,158
+6% +$80.5K 0.88% 27
2024
Q4 		$1.43M Sell
73,722
-7,787
-10% -$152K 0.97% 31
2024
Q3 		$1.6M Buy
81,509
+6,824
+9% +$135K 1.03% 31
2024
Q2 		$1.44M Buy
74,685
+1,045
+1% +$20K 1.01% 28
2024
Q1 		$1.43M Buy
73,640
+22,063
+43% +$429K 0.99% 32
2023
Q4 		$1.02M Buy
+51,577
New +$983K 0.85% 32

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

FF Advisors's IBTK Position: Q2 2026 in Review

FF Advisors sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 53,279 shares — an estimated $1.05M sold.

FF Advisors first reported a position in IBTK in Q4 2023 and held it in 10 quarters. The position peaked at $1.84M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • FF Advisors reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • FF Advisors sold 53,279 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $1.05M.
  • FF Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and held it in 10 quarters.
  • FF Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.84M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.