Horizon Advisory Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Horizon Advisory Services’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	$20.5M	Buy	+1,081,298	New	+$20.9M	7.77%	7

Other funds holding IBTK

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

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Horizon Advisory Services's IBTK Position: Q3 2026 in Review

Horizon Advisory Services opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026: 1,081,298 shares worth $20.5M. The stake represents 7.77% of the portfolio and ranks #7 among its holdings.

81 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

Horizon Advisory Services held 1,081,298 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $20.5M as of Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new Horizon Advisory Services position in Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 7.77% of Horizon Advisory Services's portfolio in Q3 2026, its #7 holding.
81 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Horizon Advisory Services's 13F filing for Q3 2026, filed 29 Oct 2026.