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 Q3	$1.11M	Buy	58,657 +9,655	+20%	+$187K	0.42%	49
2026 Q2	$957K	Buy	49,002 +250	+0.5%	+$4.9K	0.37%	50
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

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

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 St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Yoder Wealth Management's IBTK Position: Q3 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 20% in Q3 2026, buying an estimated $187K and bringing the position to 58,657 shares worth $1.11M. The position accounts for 0.42% of the portfolio, ranked #49.

Yoder Wealth Management first reported a position in IBTK in Q4 2023 and has held it in 12 quarters since. 39 funds tracked by Wall St. Rank hold IBTK as of Q3 2026.

Yoder Wealth Management held 58,657 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $1.11M as of Q3 2026.
Yoder Wealth Management bought 9,655 iShares iBonds Dec 2030 Term Treasury ETF shares in Q3 2026, an estimated $187K.
iShares iBonds Dec 2030 Term Treasury ETF made up 0.42% of Yoder Wealth Management's portfolio in Q3 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 12 quarters since.
39 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.