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Great Diamond Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Great Diamond Partners’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 		$803K Buy
37,075
+11,169
+43% +$242K 0.14% 137
2026
Q1 		$566K Buy
25,906
+8,745
+51% +$192K 0.11% 151
2025
Q4 		$377K Buy
17,161
+3,145
+22% +$69.1K 0.07% 182
2025
Q3 		$308K Buy
+14,016
New +$307K 0.06% 186

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

Great Diamond Partners's IBTJ Position: Q2 2026 in Review

Great Diamond Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 43% in Q2 2026, buying an estimated $242K and bringing the position to 37,075 shares worth $803K. The position accounts for 0.14% of the portfolio, ranked #137.

Great Diamond Partners first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Great Diamond Partners held 37,075 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $803K as of Q2 2026.
  • Great Diamond Partners bought 11,169 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $242K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.14% of Great Diamond Partners's portfolio in Q2 2026, its #137 holding.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.