COWA LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

COWA LLC’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	$340K	Hold	15,725	–	–	0.09%	136
2026 Q1	$343K	Hold	15,725	–	–	0.09%	127
2025 Q4	$345K	Hold	15,725	–	–	0.11%	119
2025 Q3	$345K	Hold	15,725	–	–	0.11%	110
2025 Q2	$345K	Hold	15,725	–	–	0.13%	101
2025 Q1	$342K	Sell	15,725 -39,335	-71%	-$845K	0.15%	103
2024 Q4	$1.17M	Buy	55,060 +4,499	+9%	+$97K	0.54%	40
2024 Q3	$1.12M	Buy	+50,561	New	+$1.1M	0.53%	41

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

COWA LLC's IBTJ Position: Q2 2026 in Review

COWA LLC held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 15,725 shares worth $340K. The position accounts for 0.09% of the portfolio, ranked #136.

COWA LLC first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q4 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

COWA LLC held 15,725 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $340K as of Q2 2026.
COWA LLC left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.09% of COWA LLC's portfolio in Q2 2026, its #136 holding.
COWA LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
COWA LLC's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.17M in Q4 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on COWA LLC's 13F filing for Q2 2026, filed 6 Aug 2026.