PAG
IBTK icon

Private Advisor Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Private Advisor Group’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
-87,123
Closed -$1.73M – 2695
2025
Q3 		$1.73M Buy
87,123
+2,705
+3% +$53.5K 0.01% 1083
2025
Q2 		$1.67M Sell
84,418
-1,377
-2% -$27K 0.01% 1051
2025
Q1 		$1.69M Buy
85,795
+1,898
+2% +$36.7K 0.01% 977
2024
Q4 		$1.61M Buy
83,897
+598
+0.7% +$11.6K 0.01% 981
2024
Q3 		$1.67M Buy
83,299
+10,667
+15% +$211K 0.01% 981
2024
Q2 		$1.4M Buy
72,632
+6,233
+9% +$119K 0.01% 1020
2024
Q1 		$1.29M Buy
+66,399
New +$1.29M 0.01% 1028

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return