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Hamel Associates’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Hamel Associates’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
-11,309
Closed -$248K – 86
2025
Q3 		$248K Buy
11,309
+463
+4% +$10.1K 0.08% 73
2025
Q2 		$238K Buy
+10,846
New +$236K 0.08% 73

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hamel Associates's IBTJ Position: Q4 2025 in Review

Hamel Associates sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 11,309 shares — an estimated $248K sold.

Hamel Associates first reported a position in IBTJ in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

  • Hamel Associates reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Hamel Associates sold 11,309 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $248K.
  • Hamel Associates first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Hamel Associates's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $248K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Hamel Associates's 13F filing for Q4 2025, filed 11 Feb 2026.