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

Strategic Blueprint’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 Q4	–	Sell	-60,423	Closed	-$1.2M	–	709
2025 Q3	$1.2M	Buy	60,423 +21,980	+57%	+$435K	0.05%	304
2025 Q2	$763K	Buy	+38,443	New	+$754K	0.04%	354

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

TAM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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 $1.31B AUM 24.92% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Blueprint's IBTK Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2025, closing a stake of 60,423 shares — an estimated $1.2M sold.

Strategic Blueprint first reported a position in IBTK in Q2 2025 and held it in 2 quarters. The position peaked at $1.2M in Q3 2025. 159 funds tracked by Wall St. Rank hold IBTK as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 60,423 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2025, an estimated $1.2M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
Strategic Blueprint's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.2M in Q3 2025.
159 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.