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Spectrum Wealth Counsel’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$50K Hold
2,542
– – 0.01% 170
2024
Q4 		$48.8K Hold
2,542
– – 0.01% 166
2024
Q3 		$51K Hold
2,542
– – 0.01% 170
2024
Q2 		$49K Buy
+2,542
New +$48.6K 0.01% 202

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return

Spectrum Wealth Counsel's IBTK Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) position steady in Q1 2025 at 2,542 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #170.

Spectrum Wealth Counsel first reported a position in IBTK in Q2 2024 and has held it in 4 quarters since. The position peaked at $51K in Q3 2024. 124 funds tracked by Wall St. Rank hold IBTK as of Q1 2025.

  • Spectrum Wealth Counsel held 2,542 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $50K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2030 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #170 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • Spectrum Wealth Counsel's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $51K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.