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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return