SCS Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

SCS Capital 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	$1.12M	Hold	57,517	–	–	0.01%	278
2026 Q1	$1.13M	Buy	57,517 +20,156	+54%	+$400K	0.01%	262
2025 Q4	$741K	Buy	+37,361	New	+$743K	0.01%	315

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

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 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 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

SCS Capital Management's IBTK Position: Q2 2026 in Review

SCS Capital Management held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q2 2026 at 57,517 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #278.

SCS Capital Management first reported a position in IBTK in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

SCS Capital Management held 57,517 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.12M as of Q2 2026.
SCS Capital Management left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of SCS Capital Management's portfolio in Q2 2026, its #278 holding.
SCS Capital Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
SCS Capital Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.13M in Q1 2026.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.