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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
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

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
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
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
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

Great Diamond Partners's IBTK Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 47% in Q2 2026, buying an estimated $138K and bringing the position to 22,031 shares worth $430K. The position accounts for 0.07% of the portfolio, ranked #183.

Great Diamond Partners first reported a position in IBTK in Q1 2026 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Great Diamond Partners held 22,031 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $430K as of Q2 2026.
  • Great Diamond Partners bought 7,070 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $138K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #183 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.