Level Four Advisory Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History
Bought
Maintained
Sold
Other funds holding IBTK
TAM
UCFA
HPC
DADC
Level Four Advisory Services's IBTK Position: Q2 2026 in Review
Level Four Advisory Services increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.03% in Q2 2026, buying an estimated $78 and bringing the position to 13,842 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #804.
Level Four Advisory Services first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.
- Level Four Advisory Services held 13,842 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $270K as of Q2 2026.
- Level Four Advisory Services bought 4 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $78.
- iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #804 holding.
- Level Four Advisory Services first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
- Level Four Advisory Services's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $275K in Q4 2025.
- 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.