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Duncker Streett & Co’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Duncker Streett & Co’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
Q1 		$817K Buy
37,384
+11,074
+42% +$243K 0.16% 116
2025
Q4 		$577K Hold
26,310
– – 0.1% 140
2025
Q3 		$578K Sell
26,310
-1,611
-6% -$35.3K 0.1% 141
2025
Q2 		$612K Hold
27,921
– – 0.11% 134
2025
Q1 		$608K Hold
27,921
– – 0.12% 134
2024
Q4 		$595K Buy
27,921
+9,193
+49% +$198K 0.11% 142
2024
Q3 		$414K Hold
18,728
– – 0.08% 173
2024
Q2 		$400K Buy
+18,728
New +$397K 0.08% 165

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return