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Financial Advisory Corporation’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Financial Advisory Corporation’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
Q3 		$33.9M Buy
1,783,915
+1,768,325
+11,343% +$34.2M 4.32% 10
2026
Q2 		$305K Buy
15,590
+4,141
+36% +$81.1K 0.04% 41
2026
Q1 		$226K Buy
+11,449
New +$227K 0.03% 45

Other funds holding IBTK

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Financial Advisory Corporation's IBTK Position: Q3 2026 in Review

Financial Advisory Corporation increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 11,343% in Q3 2026, buying an estimated $34.2M and bringing the position to 1,783,915 shares worth $33.9M. The position accounts for 4.32% of the portfolio, ranked #10.

Financial Advisory Corporation first reported a position in IBTK in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Financial Advisory Corporation held 1,783,915 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $33.9M as of Q3 2026.
  • Financial Advisory Corporation bought 1,768,325 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $34.2M.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 4.32% of Financial Advisory Corporation's portfolio in Q3 2026, its #10 holding.
  • Financial Advisory Corporation first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Financial Advisory Corporation's 13F filing for Q3 2026, filed 14 Oct 2026.