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

Financial Engines 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	$1.89M	Sell	96,566 -4,214	-4%	-$82.5K	﹤0.01%	249
2026 Q1	$1.99M	Buy	100,780 +4,220	+4%	+$83.7K	﹤0.01%	230
2025 Q4	$1.92M	Buy	96,560 +32,221	+50%	+$641K	﹤0.01%	242
2025 Q3	$1.28M	Buy	64,339 +5,731	+10%	+$113K	﹤0.01%	280
2025 Q2	$1.16M	Buy	58,608 +258	+0.4%	+$5.06K	﹤0.01%	280
2025 Q1	$1.15M	Buy	58,350 +13,777	+31%	+$267K	﹤0.01%	246
2024 Q4	$855K	Buy	44,573 +21,342	+92%	+$415K	﹤0.01%	274
2024 Q3	$466K	Buy	23,231 +1,287	+6%	+$25.5K	﹤0.01%	283
2024 Q2	$423K	Sell	21,944 -2,842	-11%	-$54.3K	﹤0.01%	275
2024 Q1	$481K	Buy	24,786 +6,023	+32%	+$117K	﹤0.01%	249
2023 Q4	$370K	Buy	+18,763	New	+$358K	﹤0.01%	253

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

Financial Engines Advisors's IBTK Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 4.2% in Q2 2026, selling an estimated $82.5K and leaving 96,566 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Financial Engines Advisors first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.99M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Financial Engines Advisors held 96,566 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.89M as of Q2 2026.
Financial Engines Advisors sold 4,214 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $82.5K.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #249 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Financial Engines Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.99M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.