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Lowe Wealth Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Lowe Wealth Advisors’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
2025
Q3 		$98.1K Hold
4,937
– – 0.04% 99
2025
Q2 		$98K Sell
4,937
-1,196
-20% -$23.5K 0.04% 90
2025
Q1 		$121K Buy
+6,133
New +$119K 0.05% 76

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Lowe Wealth Advisors's IBTK Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q3 2025 at 4,937 shares worth $98.1K. The position accounts for 0.04% of the portfolio, ranked #99.

Lowe Wealth Advisors first reported a position in IBTK in Q1 2025 and has held it in 3 quarters since. The position peaked at $121K in Q1 2025. 146 funds tracked by Wall St. Rank hold IBTK as of Q3 2025.

  • Lowe Wealth Advisors held 4,937 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $98.1K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #99 holding.
  • Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Lowe Wealth Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $121K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.