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 Q2	$418K	Buy	+21,407	New	+$419K	0.05%	229

Other funds holding IBTK

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

XY Planning Network's IBTK Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q2 2026: 21,407 shares worth $418K. The stake represents 0.05% of the portfolio and ranks #229 among its holdings.

54 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

XY Planning Network held 21,407 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $418K as of Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #229 holding.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.