Wealth Enhancement Advisory Services
IBTK icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$1.17M Buy
60,004
+21,720
+57% +$425K ﹤0.01% 1963
2026
Q1 		$753K Sell
38,284
-194,578
-84% -$3.86M ﹤0.01% 2006
2025
Q4 		$4.63M Buy
232,862
+27,106
+13% +$539K 0.01% 1060
2025
Q3 		$4.09M Buy
205,756
+20,493
+11% +$406K 0.01% 1046
2025
Q2 		$3.64M Buy
185,263
+10,399
+6% +$204K 0.01% 1052
2025
Q1 		$3.44M Buy
174,864
+53,045
+44% +$1.03M 0.01% 990
2024
Q4 		$2.34M Buy
+121,819
New +$2.37M ﹤0.01% 1106

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
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
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

Wealth Enhancement Advisory Services's IBTK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 57% in Q2 2026, buying an estimated $425K and bringing the position to 60,004 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

Wealth Enhancement Advisory Services first reported a position in IBTK in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.63M in Q4 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 60,004 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.17M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 21,720 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $425K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1963 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $4.63M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.