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 Q2	$817K	Buy	37,740 +356	+1%	+$7.72K	0.14%	121
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 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

Duncker Streett & Co's IBTJ Position: Q2 2026 in Review

Duncker Streett & Co increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.95% in Q2 2026, buying an estimated $7.72K and bringing the position to 37,740 shares worth $817K. The position accounts for 0.14% of the portfolio, ranked #121.

Duncker Streett & Co first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Duncker Streett & Co held 37,740 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $817K as of Q2 2026.
Duncker Streett & Co bought 356 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $7.72K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.14% of Duncker Streett & Co's portfolio in Q2 2026, its #121 holding.
Duncker Streett & Co first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.