TFS
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Thoroughbred Financial Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Thoroughbred Financial Services’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 		$4.04M Buy
204,719
+22,419
+12% +$445K 0.24% 92
2025
Q4 		$3.62M Sell
182,300
-4,723
-3% -$94K 0.21% 97
2025
Q3 		$3.72M Buy
187,023
+66,005
+55% +$1.31M 0.23% 95
2025
Q2 		$2.4M Sell
121,018
-11,375
-9% -$223K 0.17% 130
2025
Q1 		$2.6M Buy
132,393
+29,311
+28% +$567K 0.16% 138
2024
Q4 		$1.98M Buy
103,082
+22,864
+29% +$445K 0.12% 160
2024
Q3 		$1.61M Buy
80,218
+42,983
+115% +$851K 0.1% 181
2024
Q2 		$717K Buy
37,235
+20,338
+120% +$389K 0.05% 323
2024
Q1 		$328K Buy
+16,897
New +$329K 0.03% 356

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return