Yoder Wealth Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Yoder Wealth 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 Q1	$961K	Buy	48,752 +8,300	+21%	+$165K	0.44%	49
2025 Q4	$803K	Buy	40,452 +150	+0.4%	+$2.98K	0.37%	54
2025 Q3	$801K	Hold	40,302	–	–	0.38%	54
2025 Q2	$800K	Buy	40,302 +1,250	+3%	+$24.5K	0.42%	52
2025 Q1	$768K	Hold	39,052	–	–	0.43%	51
2024 Q4	$750K	Buy	39,052 +2,500	+7%	+$48.6K	0.41%	50
2024 Q3	$733K	Hold	36,552	–	–	0.44%	48
2024 Q2	$705K	Buy	36,552 +9,200	+34%	+$176K	0.46%	47
2024 Q1	$531K	Buy	27,352 +1,100	+4%	+$21.4K	0.35%	53
2023 Q4	$518K	Buy	+26,252	New	+$500K	0.37%	52

Other funds holding IBTK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Yoder Wealth Management's IBTK Position: Q1 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 21% in Q1 2026, buying an estimated $165K and bringing the position to 48,752 shares worth $961K. The position accounts for 0.44% of the portfolio, ranked #49.

Yoder Wealth Management first reported a position in IBTK in Q4 2023 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Yoder Wealth Management held 48,752 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $961K as of Q1 2026.
Yoder Wealth Management bought 8,300 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $165K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.44% of Yoder Wealth Management's portfolio in Q1 2026, its #49 holding.
Yoder Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Yoder Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.