Journey Advisory Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Journey Advisory Group’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	$17.6M	Buy	902,785 +51,372	+6%	+$1.01M	1.35%	21
2026 Q1	$16.8M	Buy	851,413 +33,902	+4%	+$672K	1.43%	20
2025 Q4	$16.2M	Buy	817,511 +550,443	+206%	+$11M	1.36%	21
2025 Q3	$5.31M	Buy	267,068 +101,985	+62%	+$2.02M	0.39%	66
2025 Q2	$3.28M	Buy	165,083 +107,487	+187%	+$2.11M	0.25%	93
2025 Q1	$1.13M	Buy	+57,596	New	+$1.11M	0.09%	143

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

Journey Advisory Group's IBTK Position: Q2 2026 in Review

Journey Advisory Group increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 6% in Q2 2026, buying an estimated $1.01M and bringing the position to 902,785 shares worth $17.6M. The position accounts for 1.35% of the portfolio, ranked #21.

Journey Advisory Group first reported a position in IBTK in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Journey Advisory Group held 902,785 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $17.6M as of Q2 2026.
Journey Advisory Group bought 51,372 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $1.01M.
iShares iBonds Dec 2030 Term Treasury ETF made up 1.35% of Journey Advisory Group's portfolio in Q2 2026, its #21 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.