Prosperity Planning’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Prosperity Planning’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 Q3	–	Hold	0	–	–	–	92
2026 Q2	–	Hold	0	–	–	–	98
2026 Q1	–	Hold	0	–	–	–	96
2025 Q4	–	Hold	0	–	–	–	96
2025 Q3	–	Hold	0	–	–	–	95
2025 Q2	–	Hold	0	–	–	–	95
2025 Q1	–	Hold	0	–	–	–	92
2024 Q4	–	Hold	0	–	–	–	95
2024 Q3	–	Hold	0	–	–	–	96

Other funds holding IBTK

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Krilogy Financial

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return