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Great Diamond Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Great Diamond Partners’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 		$535K Buy
28,174
+6,143
+28% +$119K 0.09% 160
2026
Q2 		$430K Buy
22,031
+7,070
+47% +$138K 0.07% 183
2026
Q1 		$295K Buy
+14,961
New +$297K 0.06% 198

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
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

Great Diamond Partners's IBTK Position: Q3 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 28% in Q3 2026, buying an estimated $119K and bringing the position to 28,174 shares worth $535K. The position accounts for 0.09% of the portfolio, ranked #160.

Great Diamond Partners first reported a position in IBTK in Q1 2026 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Great Diamond Partners held 28,174 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $535K as of Q3 2026.
  • Great Diamond Partners bought 6,143 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $119K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.09% of Great Diamond Partners's portfolio in Q3 2026, its #160 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.