HBT
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Heartland Bank & Trust’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Heartland Bank & Trust’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 		$572K Buy
29,280
+6,677
+30% +$131K 0.12% 127
2026
Q1 		$446K Buy
22,603
+4,897
+28% +$97.1K 0.1% 140
2025
Q4 		$351K Buy
+17,706
New +$352K 0.15% 120

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

Heartland Bank & Trust's IBTK Position: Q2 2026 in Review

Heartland Bank & Trust increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 30% in Q2 2026, buying an estimated $131K and bringing the position to 29,280 shares worth $572K. The position accounts for 0.12% of the portfolio, ranked #127.

Heartland Bank & Trust first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Heartland Bank & Trust held 29,280 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $572K as of Q2 2026.
  • Heartland Bank & Trust bought 6,677 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $131K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.12% of Heartland Bank & Trust's portfolio in Q2 2026, its #127 holding.
  • Heartland Bank & Trust first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.