Heartland Bank & Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Heartland Bank & Trust’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 Q1	$428K	Hold	19,589	–	–	0.1%	143
2025 Q4	$430K	Hold	19,589	–	–	0.18%	103
2025 Q3	$430K	Buy	19,589 +1,239	+7%	+$27.1K	0.18%	113
2025 Q2	$402K	Buy	18,350 +556	+3%	+$12.1K	0.19%	111
2025 Q1	$387K	Buy	+17,794	New	+$382K	0.2%	112

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 22.96% 1-Year Est. Return

Heartland Bank & Trust's IBTJ Position: Q1 2026 in Review

Heartland Bank & Trust held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 19,589 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #143.

Heartland Bank & Trust first reported a position in IBTJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $430K in Q3 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Heartland Bank & Trust held 19,589 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $428K as of Q1 2026.
Heartland Bank & Trust left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.1% of Heartland Bank & Trust's portfolio in Q1 2026, its #143 holding.
Heartland Bank & Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
Heartland Bank & Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $430K in Q3 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.