Mather Group
IBTK icon

Mather Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Mather Group’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
Q3 		– Sell
-8,348
Closed -$163K – 2284
2026
Q2 		$163K Buy
+8,348
New +$164K ﹤0.01% 823

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Mather Group's IBTK Position: Q3 2026 in Review

Mather Group sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026, closing a stake of 8,348 shares — an estimated $163K sold.

Mather Group first reported a position in IBTK in Q2 2026 and held it in 1 quarter. The position peaked at $163K in Q2 2026. 27 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • Mather Group reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Mather Group sold 8,348 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $163K.
  • Mather Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2026 and held it in 1 quarter.
  • Mather Group's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $163K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.