Foronjy Financial
IBTJ icon

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

Foronjy 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
Q3 		$6.83M Buy
321,987
+6,416
+2% +$138K 2.4% 16
2026
Q2 		$6.83M Buy
315,571
+18,747
+6% +$407K 2.51% 15
2026
Q1 		$6.48M Buy
296,824
+7,477
+3% +$164K 2.7% 14
2025
Q4 		$6.35M Buy
289,347
+15,342
+6% +$337K 2.65% 14
2025
Q3 		$6.02M Buy
274,005
+32,210
+13% +$705K 2.64% 13
2025
Q2 		$5.3M Buy
+241,795
New +$5.26M 2.48% 17

Other funds holding IBTJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Foronjy Financial's IBTJ Position: Q3 2026 in Review

Foronjy Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2% in Q3 2026, buying an estimated $138K and bringing the position to 321,987 shares worth $6.83M. The position accounts for 2.4% of the portfolio, ranked #16.

Foronjy Financial first reported a position in IBTJ in Q2 2025 and has held it in 6 quarters since. 180 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Foronjy Financial held 321,987 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $6.83M as of Q3 2026.
  • Foronjy Financial bought 6,416 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $138K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 2.4% of Foronjy Financial's portfolio in Q3 2026, its #16 holding.
  • Foronjy Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • 180 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Foronjy Financial's 13F filing for Q3 2026, filed 14 Oct 2026.