Visionary Wealth Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Visionary Wealth 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 Q2	$324K	Buy	16,572 +4,521	+38%	+$88.6K	0.01%	525
2026 Q1	$238K	Buy	12,051 +133	+1%	+$2.64K	0.01%	569
2025 Q4	$237K	Sell	11,918 -527	-4%	-$10.5K	0.01%	554
2025 Q3	$247K	Buy	+12,445	New	+$246K	0.01%	535
2022 Q4	–	Sell	-81,776	Closed	-$1.6M	–	432
2022 Q3	$1.6M	Buy	81,776 +60,776	+289%	+$1.26M	0.17%	126
2022 Q2	$437K	Buy	+21,000	New	+$439K	0.04%	258

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

Visionary Wealth Advisors's IBTK Position: Q2 2026 in Review

Visionary Wealth Advisors increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 38% in Q2 2026, buying an estimated $88.6K and bringing the position to 16,572 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #525.

Visionary Wealth Advisors first reported a position in IBTK in Q2 2022 and has held it in 6 quarters since. The position peaked at $1.6M in Q3 2022. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

Visionary Wealth Advisors held 16,572 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $324K as of Q2 2026.
Visionary Wealth Advisors bought 4,521 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $88.6K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #525 holding.
Visionary Wealth Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2022 and has held it in 6 quarters since.
Visionary Wealth Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.6M in Q3 2022.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.