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Northstar Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Northstar Group’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 		$337K Buy
+17,267
New +$338K 0.04% 130

Other funds holding IBTK

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Northstar Group's IBTK Position: Q2 2026 in Review

Northstar Group opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 17,267 shares worth $337K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings.

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

  • Northstar Group held 17,267 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $337K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Northstar Group position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.04% of Northstar Group's portfolio in Q2 2026, its #130 holding.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.