Financial Engines Advisors
IBTK icon

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
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

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Bank of America
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Envestnet Asset Management
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UCFA
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TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return