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Logan Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Logan Capital 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 		$6.74K Buy
+345
New +$6.76K ﹤0.01% 367
2025
Q4 		– Sell
-345
Closed -$6.86K – 361
2025
Q3 		$6.86K Buy
345
+15
+5% +$297 ﹤0.01% 369
2025
Q2 		$6.53K Buy
+330
New +$6.48K ﹤0.01% 357

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

Logan Capital Management's IBTK Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 345 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #367 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IBTK as recently as Q3 2025.

Logan Capital Management first reported a position in IBTK in Q2 2025 and has held it in 3 quarters since. The position peaked at $6.86K in Q3 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Logan Capital Management held 345 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $6.74K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Logan Capital Management position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #367 holding.
  • Logan Capital Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2025 and has held it in 3 quarters since.
  • Logan Capital Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $6.86K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

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