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IBTK icon

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

Nottingham 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
2024
Q3 		– Sell
-17,174
Closed -$331K – 153
2024
Q2 		$331K Sell
17,174
-20,164
-54% -$386K 0.04% 124
2024
Q1 		$725K Sell
37,338
-741,328
-95% -$14.4M 0.09% 73
2023
Q4 		$11.9M Sell
778,666
-59,156
-7% -$1.13M 1.66% 19
2023
Q3 		$11.9M Buy
837,822
+39,262
+5% +$758K 1.84% 17
2023
Q2 		$15.7M Buy
798,560
+179,112
+29% +$3.58M 2.06% 16
2023
Q1 		$12.5M Buy
619,448
+30,866
+5% +$614K 1.66% 19
2022
Q4 		$11.5M Buy
+588,582
New +$11.5M 1.56% 20

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return