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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
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

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Foronjy Financial's IBTJ Position: Q2 2026 in Review

Foronjy Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 6.3% in Q2 2026, buying an estimated $407K and bringing the position to 315,571 shares worth $6.83M. The position accounts for 2.51% of the portfolio, ranked #15.

Foronjy Financial first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. 101 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Foronjy Financial held 315,571 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $6.83M as of Q2 2026.
  • Foronjy Financial bought 18,747 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $407K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 2.51% of Foronjy Financial's portfolio in Q2 2026, its #15 holding.
  • Foronjy Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.