Shelton Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Shelton Wealth 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	$10.8M	Buy	554,476 +39,375	+8%	+$771K	4.25%	6
2026 Q1	$10.2M	Buy	515,101 +75,372	+17%	+$1.49M	4.44%	5
2025 Q4	$8.73M	Buy	439,729 +26,614	+6%	+$530K	3.74%	3
2025 Q3	$8.21M	Buy	413,115 +27,431	+7%	+$543K	3.72%	2
2025 Q2	$7.65M	Buy	385,684 +17,957	+5%	+$352K	3.69%	2
2025 Q1	$7.23M	Buy	+367,727	New	+$7.12M	3.93%	4

Other funds holding IBTK

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return