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Jim Saulnier & Associates’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Jim Saulnier & Associates’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 		$831K Buy
42,531
+3,328
+8% +$65.2K 0.33% 59
2026
Q1 		$773K Buy
39,203
+12,109
+45% +$240K 0.38% 59
2025
Q4 		$538K Buy
27,094
+10,128
+60% +$202K 0.28% 77
2025
Q3 		$337K Buy
+16,966
New +$336K 0.19% 98

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

Jim Saulnier & Associates's IBTK Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 8.5% in Q2 2026, buying an estimated $65.2K and bringing the position to 42,531 shares worth $831K. The position accounts for 0.33% of the portfolio, ranked #59.

Jim Saulnier & Associates first reported a position in IBTK in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Jim Saulnier & Associates held 42,531 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $831K as of Q2 2026.
  • Jim Saulnier & Associates bought 3,328 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $65.2K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.33% of Jim Saulnier & Associates's portfolio in Q2 2026, its #59 holding.
  • Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.