&Partners’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

&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	–	Sell	-43,742	Closed	-$869K	–	2322
2025 Q3	$869K	Buy	+43,742	New	+$866K	0.01%	1156

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

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

&Partners's IBTK Position: Q4 2025 in Review

&Partners sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 43,742 shares — an estimated $869K sold.

&Partners first reported a position in IBTK in Q3 2025 and held it in 1 quarter. The position peaked at $869K in Q3 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

&Partners reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
&Partners sold 43,742 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $869K.
&Partners first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
&Partners's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $869K in Q3 2025.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.