S
IBTK icon

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

SignatureFD’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 		$2.02M Buy
103,347
+20,468
+25% +$401K 0.03% 255
2026
Q1 		$1.63M Buy
82,879
+3,629
+5% +$72K 0.03% 286
2025
Q4 		$1.57M Buy
79,250
+20,087
+34% +$400K 0.02% 275
2025
Q3 		$1.18M Buy
59,163
+19,544
+49% +$387K 0.02% 341
2025
Q2 		$786K Buy
39,619
+20,387
+106% +$400K 0.01% 419
2025
Q1 		$378K Buy
19,232
+7,751
+68% +$150K 0.01% 629
2024
Q4 		$220K Buy
+11,481
New +$223K ﹤0.01% 832

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

SignatureFD's IBTK Position: Q2 2026 in Review

SignatureFD increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 25% in Q2 2026, buying an estimated $401K and bringing the position to 103,347 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #255.

SignatureFD first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • SignatureFD held 103,347 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $2.02M as of Q2 2026.
  • SignatureFD bought 20,468 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $401K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.03% of SignatureFD's portfolio in Q2 2026, its #255 holding.
  • SignatureFD first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.