LWM
IBTK icon

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

Liberty 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 		$283K Hold
14,349
– – 0.04% 211
2026
Q1 		$283K Buy
14,349
+72
+0.5% +$1.43K 0.04% 211
2025
Q4 		$283K Buy
14,277
+146
+1% +$2.9K 0.04% 199
2025
Q3 		$281K Buy
14,131
+114
+0.8% +$2.26K 0.04% 188
2025
Q2 		$278K Buy
+14,017
New +$275K 0.04% 174

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

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

Liberty Wealth Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 14,349 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #211.

Liberty Wealth Management first reported a position in IBTK in Q2 2025 and has held it in 5 quarters since. The position peaked at $283K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Liberty Wealth Management held 14,349 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $283K as of Q2 2026.
  • Liberty 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 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Liberty Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • Liberty Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $283K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.