Focus Partners Wealth
IBTK icon

Focus Partners Wealth’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Focus Partners Wealth’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 		$818K Sell
41,456
-1,363
-3% -$27K ﹤0.01% 1701
2025
Q4 		$850K Buy
42,819
+8,893
+26% +$177K ﹤0.01% 1701
2025
Q3 		$674K Buy
33,926
+1,619
+5% +$32K ﹤0.01% 1462
2025
Q2 		$641K Buy
32,307
+2,976
+10% +$58.4K ﹤0.01% 1312
2025
Q1 		$577K Buy
29,331
+2,616
+10% +$50.6K ﹤0.01% 1285
2024
Q4 		$513K Buy
26,715
+296
+1% +$5.76K ﹤0.01% 1312
2024
Q3 		$530K Sell
26,419
-1,083
-4% -$21.4K ﹤0.01% 1132
2024
Q2 		$530K Buy
+27,502
New +$526K ﹤0.01% 934

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TAM
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DADC
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JAG
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