Hara Capital’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Hara Capital’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	$86.6K	Sell	4,000 -832	-17%	-$18.1K	0.05%	158
2026 Q1	$106K	Hold	4,832	–	–	0.05%	153
2025 Q4	$106K	Hold	4,832	–	–	0.06%	145
2025 Q3	$106K	Hold	4,832	–	–	0.06%	143
2025 Q2	$106K	Hold	4,832	–	–	0.07%	158
2025 Q1	$105K	Buy	+4,832	New	+$104K	0.07%	148
2024 Q4	–	Sell	-9,321	Closed	-$206K	–	306
2024 Q3	$206K	Sell	9,321 -4,100	-31%	-$89.6K	0.13%	124
2024 Q2	$287K	Hold	13,421	–	–	0.18%	109
2024 Q1	$289K	Buy	+13,421	New	+$289K	0.17%	111

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

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

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

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

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

AAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Hara Capital's IBTJ Position: Q2 2026 in Review

Hara Capital reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 17% in Q2 2026, selling an estimated $18.1K and leaving 4,000 shares worth $86.6K. The position accounts for 0.05% of the portfolio, ranked #158.

Hara Capital first reported a position in IBTJ in Q1 2024 and has held it in 9 quarters since. The position peaked at $289K in Q1 2024. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Hara Capital held 4,000 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $86.6K as of Q2 2026.
Hara Capital sold 832 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $18.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of Hara Capital's portfolio in Q2 2026, its #158 holding.
Hara Capital first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Hara Capital's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $289K in Q1 2024.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Hara Capital's 13F filing for Q2 2026, filed 11 Aug 2026.