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Jaffetilchin Investment Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		$271K Buy
13,748
+82
+0.6% +$1.63K 0.02% 385
2025
Q4 		$271K Buy
13,666
+167
+1% +$3.32K 0.02% 383
2025
Q3 		$268K Buy
13,499
+130
+1% +$2.57K 0.02% 382
2025
Q2 		$265K Buy
13,369
+130
+1% +$2.55K 0.02% 366
2025
Q1 		$260K Buy
+13,239
New +$256K 0.02% 350

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jaffetilchin Investment Partners's IBTK Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.6% in Q1 2026, buying an estimated $1.63K and bringing the position to 13,748 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #385.

Jaffetilchin Investment Partners first reported a position in IBTK in Q1 2025 and has held it in 5 quarters since. The position peaked at $271K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

  • Jaffetilchin Investment Partners held 13,748 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $271K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 82 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $1.63K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #385 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • Jaffetilchin Investment Partners's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $271K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.