FCG
IBTK icon

Financial Connections Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Financial Connections Group’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
Q1 		$53K Buy
+2,715
New +$53.9K 0.02% 107

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Connections Group's IBTK Position: Q1 2026 in Review

Financial Connections Group opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q1 2026: 2,715 shares worth $53K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings.

172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

  • Financial Connections Group held 2,715 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $53K as of Q1 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Financial Connections Group position in Q1 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Financial Connections Group's portfolio in Q1 2026, its #107 holding.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.