Atwood & Palmer’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Atwood & Palmer’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	$20.8M	Buy	958,727 +13,753	+1%	+$298K	1.11%	39
2026 Q1	$20.6M	Buy	944,974 +17,579	+2%	+$386K	1.16%	37
2025 Q4	$20.4M	Buy	927,395 +22,524	+2%	+$495K	1.16%	36
2025 Q3	$19.9M	Buy	904,871 +1,631	+0.2%	+$35.7K	1.17%	38
2025 Q2	$19.8M	Sell	903,240 -235,239	-21%	-$5.12M	1.24%	36
2025 Q1	$24.8M	Buy	1,138,479 +48,927	+4%	+$1.05M	1.72%	26
2024 Q4	$23.2M	Buy	1,089,552 +75,892	+7%	+$1.64M	1.59%	26
2024 Q3	$22.4M	Buy	1,013,660 +71,685	+8%	+$1.57M	1.52%	31
2024 Q2	$20.1M	Buy	941,975 +15,285	+2%	+$324K	1.52%	29
2024 Q1	$19.9M	Buy	926,690 +104,770	+13%	+$2.26M	1.51%	31
2023 Q4	$17.9M	Buy	821,920 +31,680	+4%	+$670K	1.45%	32
2023 Q3	$16.6M	Buy	+790,240	New	+$16.9M	1.45%	30

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atwood & Palmer's IBTJ Position: Q2 2026 in Review

Atwood & Palmer increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.5% in Q2 2026, buying an estimated $298K and bringing the position to 958,727 shares worth $20.8M. The position accounts for 1.11% of the portfolio, ranked #39.

Atwood & Palmer first reported a position in IBTJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $24.8M in Q1 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Atwood & Palmer held 958,727 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $20.8M as of Q2 2026.
Atwood & Palmer bought 13,753 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $298K.
iShares iBonds Dec 2029 Term Treasury ETF made up 1.11% of Atwood & Palmer's portfolio in Q2 2026, its #39 holding.
Atwood & Palmer first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Atwood & Palmer's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $24.8M in Q1 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.