IFP Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

IFP Advisors’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	$1.56M	Buy	79,797 +3,987	+5%	+$78.1K	0.03%	568
2026 Q1	$1.49M	Sell	75,810 -3,652	-5%	-$72.4K	0.03%	549
2025 Q4	$1.58M	Buy	79,462 +22,350	+39%	+$445K	0.04%	486
2025 Q3	$1.14M	Sell	57,112 -68,158	-54%	-$1.35M	0.03%	553
2025 Q2	$2.49M	Sell	125,270 -4,016	-3%	-$78.8K	0.07%	308
2025 Q1	$2.54M	Buy	129,286 +9,911	+8%	+$192K	0.08%	299
2024 Q4	$2.29M	Sell	119,375 -2,086	-2%	-$40.6K	0.08%	304
2024 Q3	$2.43M	Buy	121,461 +52,439	+76%	+$1.04M	0.09%	253
2024 Q2	$1.33M	Buy	69,022 +37,821	+121%	+$723K	0.05%	368
2024 Q1	$606K	Hold	31,201	–	–	0.03%	553
2023 Q4	$615K	Buy	+31,201	New	+$595K	0.03%	520

Other funds holding IBTK

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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 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

IFP Advisors's IBTK Position: Q2 2026 in Review

IFP Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 5.3% in Q2 2026, buying an estimated $78.1K and bringing the position to 79,797 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #568.

IFP Advisors first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q1 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

IFP Advisors held 79,797 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.56M as of Q2 2026.
IFP Advisors bought 3,987 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $78.1K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #568 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
IFP Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $2.54M in Q1 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.