&Partners
IBTK icon

&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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
D.A. Davidson & Co
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

&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.