Steward Partners Investment Advisory’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-1,511	Closed	-$29.8K	–	4764
2026 Q1	$29.8K	Buy	1,511 +9	+0.6%	+$179	﹤0.01%	3046
2025 Q4	$29.8K	Buy	1,502 +18	+1%	+$358	﹤0.01%	2948
2025 Q3	$29.5K	Buy	1,484 +14	+1%	+$277	﹤0.01%	2898
2025 Q2	$29.2K	Buy	1,470 +526	+56%	+$10.3K	﹤0.01%	2750
2025 Q1	$18.6K	Buy	944 +6	+0.6%	+$116	﹤0.01%	2844
2024 Q4	$18K	Buy	+938	New	+$18.3K	﹤0.01%	2845

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

Steward Partners Investment Advisory's IBTK Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026, closing a stake of 1,511 shares — an estimated $29.8K sold.

Steward Partners Investment Advisory first reported a position in IBTK in Q4 2024 and held it in 6 quarters. The position peaked at $29.8K in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,511 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $29.8K.
Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
Steward Partners Investment Advisory's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $29.8K in Q4 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.