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 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 $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Snowden Capital Advisors's IBTK Position: Q1 2026 in Review

Snowden Capital Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.35% in Q1 2026, buying an estimated $31.4K and bringing the position to 449,180 shares worth $8.86M. The position accounts for 0.24% of the portfolio, ranked #83.

Snowden Capital Advisors first reported a position in IBTK in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.88M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Snowden Capital Advisors held 449,180 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $8.86M as of Q1 2026.
Snowden Capital Advisors bought 1,584 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $31.4K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.24% of Snowden Capital Advisors's portfolio in Q1 2026, its #83 holding.
Snowden Capital Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Snowden Capital Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $8.88M in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.