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Phillips Financial Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Phillips Financial Management’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 		$98.9K Buy
+5,063
New +$99.2K 0.01% 228

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Phillips Financial Management's IBTK Position: Q2 2026 in Review

Phillips Financial Management opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 5,063 shares worth $98.9K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

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

  • Phillips Financial Management held 5,063 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $98.9K as of Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF was a new Phillips Financial Management position in Q2 2026.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Phillips Financial Management's portfolio in Q2 2026, its #228 holding.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.