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Intentional Wealth Strategies’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Intentional Wealth Strategies’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
-719
Closed -$14.2K – 460
2026
Q1 		$14.2K Buy
+719
New +$14.3K 0.01% 322

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

Intentional Wealth Strategies's IBTK Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 719 shares — an estimated $14.2K sold.

Intentional Wealth Strategies first reported a position in IBTK in Q1 2026 and held it in 1 quarter. The position peaked at $14.2K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 719 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $14.2K.
  • Intentional Wealth Strategies first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $14.2K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.