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XY Planning Network’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

XY Planning Network’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
Q3 		$458K Buy
24,132
+2,725
+13% +$52.7K 0.05% 255
2026
Q2 		$418K Buy
+21,407
New +$419K 0.05% 229

Other funds holding IBTK

FAC
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

XY Planning Network's IBTK Position: Q3 2026 in Review

XY Planning Network increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 13% in Q3 2026, buying an estimated $52.7K and bringing the position to 24,132 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #255.

XY Planning Network first reported a position in IBTK in Q2 2026 and has held it in 2 quarters since. 23 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

  • XY Planning Network held 24,132 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $458K as of Q3 2026.
  • XY Planning Network bought 2,725 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $52.7K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #255 holding.
  • XY Planning Network first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.