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Atwater Malick’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Atwater Malick’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$399K Buy
18,428
+4,575
+33% +$99.3K 0.09% 86
2026
Q1 		$303K Buy
+13,853
New +$304K 0.08% 77

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atwater Malick's IBTJ Position: Q2 2026 in Review

Atwater Malick increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 33% in Q2 2026, buying an estimated $99.3K and bringing the position to 18,428 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #86.

Atwater Malick first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Atwater Malick held 18,428 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $399K as of Q2 2026.
  • Atwater Malick bought 4,575 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $99.3K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.09% of Atwater Malick's portfolio in Q2 2026, its #86 holding.
  • Atwater Malick first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Atwater Malick's 13F filing for Q2 2026, filed 27 Jul 2026.