Greenfield Savings Bank’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Greenfield Savings Bank’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
2025 Q4	–	Sell	-19,335	Closed	-$425K	–	147
2025 Q3	$425K	Buy	19,335 +229	+1%	+$5.01K	0.18%	119
2025 Q2	$419K	Buy	19,106 +468	+3%	+$10.2K	0.19%	113
2025 Q1	$406K	Sell	18,638 -214	-1%	-$4.6K	0.2%	110
2024 Q4	$402K	Buy	18,852 +9,039	+92%	+$195K	0.19%	109
2024 Q3	$217K	Sell	9,813 -687	-7%	-$15K	0.1%	142
2024 Q2	$224K	Buy	10,500 +583	+6%	+$12.4K	0.12%	137
2024 Q1	$213K	Buy	+9,917	New	+$214K	0.11%	144

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Greenfield Savings Bank's IBTJ Position: Q4 2025 in Review

Greenfield Savings Bank sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 19,335 shares — an estimated $425K sold.

Greenfield Savings Bank first reported a position in IBTJ in Q1 2024 and held it in 7 quarters. The position peaked at $425K in Q3 2025. 202 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Greenfield Savings Bank reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Greenfield Savings Bank sold 19,335 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $425K.
Greenfield Savings Bank first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and held it in 7 quarters.
Greenfield Savings Bank's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $425K in Q3 2025.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Greenfield Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.