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O'Brien Wealth Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

O'Brien Wealth Partners’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
2025
Q4 		$253K Buy
+12,744
New +$254K 0.03% 77

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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
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

O'Brien Wealth Partners's IBTK Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025: 12,744 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #77 among its holdings.

159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

  • O'Brien Wealth Partners held 12,744 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $253K as of Q4 2025.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new O'Brien Wealth Partners position in Q4 2025.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #77 holding.
  • 159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.