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Conrad Siegel Investment Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Conrad Siegel Investment Advisors’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 		$266K Buy
12,274
+316
+3% +$6.86K 0.04% 63
2026
Q1 		$261K Buy
11,958
+204
+2% +$4.47K 0.05% 56
2025
Q4 		$258K Buy
+11,754
New +$258K 0.05% 52

Other funds holding IBTJ

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Conrad Siegel Investment Advisors's IBTJ Position: Q2 2026 in Review

Conrad Siegel Investment Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.6% in Q2 2026, buying an estimated $6.86K and bringing the position to 12,274 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #63.

Conrad Siegel Investment Advisors first reported a position in IBTJ in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Conrad Siegel Investment Advisors held 12,274 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $266K as of Q2 2026.
  • Conrad Siegel Investment Advisors bought 316 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $6.86K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #63 holding.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.