Holos Integrated Wealth’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Holos Integrated 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 Q2	–	Sell	-2,078	Closed	-$40.9K	–	393
2026 Q1	$40.9K	Hold	2,078	–	–	0.02%	170
2025 Q4	$41.2K	Hold	2,078	–	–	0.02%	126
2025 Q3	$41.4K	Hold	2,078	–	–	0.02%	122
2025 Q2	$41K	Hold	2,078	–	–	0.02%	124
2025 Q1	$40.9K	Hold	2,078	–	–	0.03%	120
2024 Q4	$39.9K	Buy	+2,078	New	+$40.4K	0.03%	117

Other funds holding IBTK

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return