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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TAM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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. 173 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.
173 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.