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JPL Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

JPL Wealth Management’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 		$66.1K Hold
3,384
– – 0.01% 220
2026
Q1 		$66.7K Buy
+3,384
New +$67.1K 0.02% 201
2025
Q4 		– Sell
-4,116
Closed -$81.8K – 584
2025
Q3 		$81.8K Buy
+4,116
New +$81.5K 0.02% 194

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 22.9% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HM Payson & Co
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JPL Wealth Management's IBTK Position: Q2 2026 in Review

JPL Wealth Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 3,384 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #220.

JPL Wealth Management first reported a position in IBTK in Q3 2025 and has held it in 3 quarters since. The position peaked at $81.8K in Q3 2025. 173 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • JPL Wealth Management held 3,384 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $66.1K as of Q2 2026.
  • JPL Wealth Management left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #220 holding.
  • JPL Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $81.8K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.