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

MBL Wealth’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	$8.35M	Buy	+439,761	New	+$8.5M	0.5%	38

Other funds holding IBTK

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

MBL Wealth's IBTK Position: Q3 2026 in Review

MBL Wealth opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q3 2026: 439,761 shares worth $8.35M. The stake represents 0.5% of the portfolio and ranks #38 among its holdings.

53 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

MBL Wealth held 439,761 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $8.35M as of Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new MBL Wealth position in Q3 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.5% of MBL Wealth's portfolio in Q3 2026, its #38 holding.
53 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.