LPL Financial
IBTK icon

LPL Financial’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

LPL Financial’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 		$7.74M Buy
396,135
+4,040
+1% +$79.1K ﹤0.01% 2383
2026
Q1 		$7.73M Buy
392,095
+142,280
+57% +$2.82M ﹤0.01% 2227
2025
Q4 		$4.96M Buy
249,815
+16,993
+7% +$338K ﹤0.01% 2543
2025
Q3 		$4.63M Buy
232,822
+29,050
+14% +$575K ﹤0.01% 2540
2025
Q2 		$4.04M Sell
203,772
-41,236
-17% -$809K ﹤0.01% 2486
2025
Q1 		$4.82M Buy
245,008
+27,783
+13% +$538K ﹤0.01% 2180
2024
Q4 		$4.17M Buy
217,225
+63,792
+42% +$1.24M ﹤0.01% 2226
2024
Q3 		$3.08M Sell
153,433
-2,604
-2% -$51.5K ﹤0.01% 2355
2024
Q2 		$3.01M Buy
156,037
+9,458
+6% +$181K ﹤0.01% 2259
2024
Q1 		$2.85M Buy
146,579
+27,044
+23% +$526K ﹤0.01% 2230
2023
Q4 		$2.36M Buy
119,535
+19,485
+19% +$371K ﹤0.01% 2276
2023
Q3 		$1.89M Buy
100,050
+2,690
+3% +$51.9K ﹤0.01% 2335
2023
Q2 		$1.91M Buy
97,360
+21,480
+28% +$430K ﹤0.01% 2292
2023
Q1 		$1.53M Buy
+75,880
New +$1.51M ﹤0.01% 2382

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

LPL Financial's IBTK Position: Q2 2026 in Review

LPL Financial increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 1% in Q2 2026, buying an estimated $79.1K and bringing the position to 396,135 shares worth $7.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

LPL Financial first reported a position in IBTK in Q1 2023 and has held it in 14 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • LPL Financial held 396,135 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $7.74M as of Q2 2026.
  • LPL Financial bought 4,040 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $79.1K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2383 holding.
  • LPL Financial first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.