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Harbour Investments’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Harbour Investments’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 		$490K Buy
25,095
+236
+0.9% +$4.62K 0.01% 1131
2026
Q1 		$490K Buy
24,859
+5,793
+30% +$115K 0.01% 1068
2025
Q4 		$378K Buy
19,066
+2,727
+17% +$54.3K 0.01% 973
2025
Q3 		$325K Buy
16,339
+3,399
+26% +$67.3K 0.01% 1018
2025
Q2 		$257K Buy
12,940
+10,993
+565% +$216K 0.01% 1062
2025
Q1 		$38.3K Buy
1,947
+668
+52% +$12.9K ﹤0.01% 1904
2024
Q4 		$24.5K Buy
+1,279
New +$24.9K ﹤0.01% 2033

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

Harbour Investments's IBTK Position: Q2 2026 in Review

Harbour Investments increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.95% in Q2 2026, buying an estimated $4.62K and bringing the position to 25,095 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1131.

Harbour Investments first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Harbour Investments held 25,095 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $490K as of Q2 2026.
  • Harbour Investments bought 236 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $4.62K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1131 holding.
  • Harbour Investments first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.