MML Investors Services
IBTK icon

MML Investors Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

MML Investors Services’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 		$20.7M Buy
1,058,574
+350,752
+50% +$6.87M 0.04% 397
2026
Q1 		$14M Sell
707,822
-40,852
-5% -$810K 0.04% 439
2025
Q4 		$14.9M Buy
748,674
+714,298
+2,078% +$14.2M 0.04% 442
2025
Q3 		$683K Buy
34,376
+9,442
+38% +$187K ﹤0.01% 1972
2025
Q2 		$495K Buy
24,934
+14,420
+137% +$283K ﹤0.01% 2100
2025
Q1 		$207K Buy
+10,514
New +$204K ﹤0.01% 2540

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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

MML Investors Services's IBTK Position: Q2 2026 in Review

MML Investors Services increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 50% in Q2 2026, buying an estimated $6.87M and bringing the position to 1,058,574 shares worth $20.7M. The position accounts for 0.04% of the portfolio, ranked #397.

MML Investors Services first reported a position in IBTK in Q1 2025 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • MML Investors Services held 1,058,574 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $20.7M as of Q2 2026.
  • MML Investors Services bought 350,752 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $6.87M.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of MML Investors Services's portfolio in Q2 2026, its #397 holding.
  • MML Investors Services first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.