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IBTJ icon

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

FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return