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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Buy	18,200 +1,110	+6%	+$24.3K	0.03%	436
2025 Q1	$372K	Buy	17,090 +13	+0.1%	+$283	0.03%	431
2024 Q4	$364K	Buy	17,077 +4,133	+32%	+$88.1K	0.03%	416
2024 Q3	$286K	Buy	+12,944	New	+$286K	0.02%	467