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

MKT 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
2026
Q2 		$13.8M Buy
712,012
+39,671
+6% +$777K 4.3% 10
2026
Q1 		$13.2M Buy
672,341
+19,667
+3% +$390K 4.43% 10
2025
Q4 		$13M Buy
+652,674
New +$13M 4.42% 9

Other funds holding IBTK

HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

MKT Advisors's IBTK Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 5.9% in Q2 2026, buying an estimated $777K and bringing the position to 712,012 shares worth $13.8M. The position accounts for 4.3% of the portfolio, ranked #10.

MKT Advisors first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • MKT Advisors held 712,012 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $13.8M as of Q2 2026.
  • MKT Advisors bought 39,671 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $777K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 4.3% of MKT Advisors's portfolio in Q2 2026, its #10 holding.
  • MKT Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.