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

Modern Wealth Management’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	$525K	Buy	+26,874	New	+$526K	0.01%	703

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 22.96% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Modern Wealth Management's IBTK Position: Q2 2026 in Review

Modern Wealth Management opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 26,874 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #703 among its holdings.

172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Modern Wealth Management held 26,874 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $525K as of Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #703 holding.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.