Snowden Capital Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Snowden Capital Advisors’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	$8.87M	Buy	454,129 +4,949	+1%	+$96.9K	0.21%	94
2026 Q1	$8.86M	Buy	449,180 +1,584	+0.4%	+$31.4K	0.24%	83
2025 Q4	$8.88M	Buy	447,596 +14,655	+3%	+$292K	0.23%	88
2025 Q3	$8.6M	Buy	432,941 +5,555	+1%	+$110K	0.24%	79
2025 Q2	$8.48M	Sell	427,386 -1,069	-0.2%	-$21K	0.25%	79
2025 Q1	$8.42M	Buy	428,455 +374,171	+689%	+$7.24M	0.27%	74
2024 Q4	$1.04M	Buy	54,284 +7,307	+16%	+$142K	0.03%	499
2024 Q3	$942K	Buy	46,977 +10,272	+28%	+$203K	0.03%	538
2024 Q2	$707K	Hold	36,705	–	–	0.02%	621
2024 Q1	$713K	Buy	36,705 +8,451	+30%	+$164K	0.02%	616
2023 Q4	$557K	Hold	28,254	–	–	0.02%	655
2023 Q3	$534K	Buy	+28,254	New	+$545K	0.02%	627

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

Snowden Capital Advisors's IBTK Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 1.1% in Q2 2026, buying an estimated $96.9K and bringing the position to 454,129 shares worth $8.87M. The position accounts for 0.21% of the portfolio, ranked #94.

Snowden Capital Advisors first reported a position in IBTK in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.88M in Q4 2025. 173 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Snowden Capital Advisors held 454,129 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $8.87M as of Q2 2026.
Snowden Capital Advisors bought 4,949 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $96.9K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.21% of Snowden Capital Advisors's portfolio in Q2 2026, its #94 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $8.88M in Q4 2025.
173 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.