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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
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

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

Yoder Wealth Management's IBTK Position: Q2 2026 in Review

Yoder Wealth Management increased its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 0.51% in Q2 2026, buying an estimated $4.9K and bringing the position to 49,002 shares worth $957K. The position accounts for 0.37% of the portfolio, ranked #50.

Yoder Wealth Management first reported a position in IBTK in Q4 2023 and has held it in 11 quarters since. The position peaked at $961K in Q1 2026. 172 funds tracked by Wall St. Rank hold IBTK as of Q2 2026.

  • Yoder Wealth Management held 49,002 shares of iShares iBonds Dec 2030 Term Treasury ETF worth $957K as of Q2 2026.
  • Yoder Wealth Management bought 250 iShares iBonds Dec 2030 Term Treasury ETF shares in Q2 2026, an estimated $4.9K.
  • iShares iBonds Dec 2030 Term Treasury ETF made up 0.37% of Yoder Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Yoder Wealth Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Yoder Wealth Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $961K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.