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

KFG 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	$268K	Buy	13,734 +85	+0.6%	+$1.67K	0.03%	190
2026 Q1	$269K	Buy	13,649 +2,246	+20%	+$44.5K	0.03%	185
2025 Q4	$226K	Buy	+11,403	New	+$227K	0.03%	199

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

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

KFG Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.62% in Q2 2026, buying an estimated $1.67K and bringing the position to 13,734 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #190.

KFG Wealth Management first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

KFG Wealth Management held 13,734 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $268K as of Q2 2026.
KFG Wealth Management bought 85 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $1.67K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #190 holding.
KFG Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
KFG Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $269K in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.