Eight 31 Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Eight 31 Financial’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	$9.45M	Buy	436,563 +11,634	+3%	+$252K	5.62%	4
2026 Q1	$9.28M	Sell	424,929 -7,784	-2%	-$171K	5.61%	4
2025 Q4	$9.5M	Buy	432,713 +20,996	+5%	+$461K	5.21%	5
2025 Q3	$9.04M	Buy	411,717 +58,031	+16%	+$1.27M	5.1%	5
2025 Q2	$7.75M	Sell	353,686 -23,375	-6%	-$508K	5.12%	4
2025 Q1	$8.21M	Buy	+377,061	New	+$8.1M	5.26%	4

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

Eight 31 Financial's IBTJ Position: Q2 2026 in Review

Eight 31 Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.7% in Q2 2026, buying an estimated $252K and bringing the position to 436,563 shares worth $9.45M. The position accounts for 5.62% of the portfolio, ranked #4.

Eight 31 Financial first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.5M in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Eight 31 Financial held 436,563 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $9.45M as of Q2 2026.
Eight 31 Financial bought 11,634 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $252K.
iShares iBonds Dec 2029 Term Treasury ETF made up 5.62% of Eight 31 Financial's portfolio in Q2 2026, its #4 holding.
Eight 31 Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Eight 31 Financial's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $9.5M in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Eight 31 Financial's 13F filing for Q2 2026, filed 13 Aug 2026.