WIM
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Waycross Investment Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Waycross Investment Management’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 		$10.4M Buy
531,033
+9,933
+2% +$195K 7.9% 1
2026
Q1 		$10.3M Buy
521,100
+13,526
+3% +$268K 9.81% 1
2025
Q4 		$10.1M Buy
507,574
+5,542
+1% +$110K 8.86% 2
2025
Q3 		$9.98M Sell
502,032
-41,691
-8% -$825K 10.18% 2
2025
Q2 		$10.8M Buy
543,723
+976
+0.2% +$19.2K 11.22% 1
2025
Q1 		$10.7M Sell
542,747
-4,146
-0.8% -$80.3K 12.03% 1
2024
Q4 		$10.5M Buy
546,893
+5,206
+1% +$101K 11.05% 1
2024
Q3 		$10.9M Buy
541,687
+1,821
+0.3% +$36K 10% 1
2024
Q2 		$10.4M Buy
539,866
+6,910
+1% +$132K 10.04% 1
2024
Q1 		$10.4M Buy
532,956
+29,962
+6% +$583K 9.64% 1
2023
Q4 		$9.92M Buy
+502,994
New +$9.59M 10.91% 1

Other funds holding IBTK

MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return