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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
Q3 		$19.4M Sell
913,459
-45,268
-5% -$973K 1% 39
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

LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Atwood & Palmer's IBTJ Position: Q3 2026 in Review

Atwood & Palmer reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 4.7% in Q3 2026, selling an estimated $973K and leaving 913,459 shares worth $19.4M. The position accounts for 1% of the portfolio, ranked #39.

Atwood & Palmer first reported a position in IBTJ in Q3 2023 and has held it in 13 quarters since. The position peaked at $24.8M in Q1 2025. 15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Atwood & Palmer held 913,459 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $19.4M as of Q3 2026.
  • Atwood & Palmer sold 45,268 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $973K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 1% of Atwood & Palmer's portfolio in Q3 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 13 quarters since.
  • Atwood & Palmer's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $24.8M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.