JIR
IBTK icon

James Investment Research’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

James Investment Research’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 		$283K Hold
14,350
– – 0.03% 302
2025
Q4 		$285K Hold
14,350
– – 0.03% 306
2025
Q3 		$285K Hold
14,350
– – 0.03% 298
2025
Q2 		$285K Hold
14,350
– – 0.03% 277
2025
Q1 		$282K Hold
14,350
– – 0.04% 274
2024
Q4 		$275K Hold
14,350
– – 0.03% 277
2024
Q3 		$288K Hold
14,350
– – 0.03% 277
2024
Q2 		$277K Sell
14,350
-1,000
-7% -$19.1K 0.03% 268
2024
Q1 		$298K Buy
15,350
+1,000
+7% +$19.5K 0.04% 262
2023
Q4 		$283K Buy
+14,350
New +$274K 0.04% 256

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $16.2B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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 $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return