JCM
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Jacobi Capital Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Jacobi Capital Management’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$417K Buy
21,153
+399
+2% +$7.91K 0.02% 461
2025
Q4 		$412K Buy
20,754
+1,420
+7% +$28.3K 0.02% 456
2025
Q3 		$384K Buy
19,334
+115
+0.6% +$2.28K 0.02% 449
2025
Q2 		$381K Buy
19,219
+1,139
+6% +$22.4K 0.03% 449
2025
Q1 		$355K Buy
18,080
+10
+0.1% +$194 0.03% 444
2024
Q4 		$347K Buy
18,070
+4,558
+34% +$88.7K 0.03% 434
2024
Q3 		$271K Buy
+13,512
New +$267K 0.02% 483

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UCFA
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TAM
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DADC
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JAG
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