Brookstone Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Brookstone Capital Management’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	$36.8M	Sell	1,700,849 -47,283	-3%	-$1.03M	0.37%	67
2026 Q1	$38.2M	Buy	1,748,132 +19,679	+1%	+$432K	0.44%	49
2025 Q4	$37.9M	Buy	+1,728,453	New	+$38M	0.43%	47

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Brookstone Capital Management's IBTJ Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.7% in Q2 2026, selling an estimated $1.03M and leaving 1,700,849 shares worth $36.8M. The position accounts for 0.37% of the portfolio, ranked #67.

Brookstone Capital Management first reported a position in IBTJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.2M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Brookstone Capital Management held 1,700,849 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $36.8M as of Q2 2026.
Brookstone Capital Management sold 47,283 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.03M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.37% of Brookstone Capital Management's portfolio in Q2 2026, its #67 holding.
Brookstone Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Brookstone Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $38.2M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.