Clayton Financial Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Clayton Financial Group’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	–	Sell	-1,066	Closed	-$23.3K	–	302
2026 Q1	$23.3K	Buy	1,066 +23	+2%	+$504	0.01%	181
2025 Q4	$22.9K	Buy	+1,043	New	+$22.9K	0.01%	177

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

Clayton Financial Group's IBTJ Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 1,066 shares — an estimated $23.3K sold.

Clayton Financial Group first reported a position in IBTJ in Q4 2025 and held it in 2 quarters. The position peaked at $23.3K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Clayton Financial Group reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 1,066 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $23.3K.
Clayton Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and held it in 2 quarters.
Clayton Financial Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $23.3K in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.