JCM
IBTP

Jacobi Capital Management’s iShares iBonds Dec 2034 Term Treasury ETF IBTP Stock Holding History

Jacobi Capital Management’s Portfolio IBTP Stock Details IBTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$291K Buy
11,472
+91
+0.8% +$2.31K 0.01% 563
2026
Q1 		$292K Buy
11,381
+301
+3% +$7.77K 0.02% 537
2025
Q4 		$286K Buy
11,080
+1,079
+11% +$28K 0.02% 539
2025
Q3 		$259K Buy
10,001
+78
+0.8% +$2K 0.02% 545
2025
Q2 		$255K Buy
9,923
+52
+0.5% +$1.32K 0.02% 534
2025
Q1 		$253K Hold
9,871
– – 0.02% 511
2024
Q4 		$245K Buy
+9,871
New +$251K 0.02% 520

Other funds holding IBTP

AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return

Jacobi Capital Management's IBTP Position: Q2 2026 in Review

Jacobi Capital Management increased its iShares iBonds Dec 2034 Term Treasury ETF (IBTP) stake by 0.8% in Q2 2026, buying an estimated $2.31K and bringing the position to 11,472 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #563.

Jacobi Capital Management first reported a position in IBTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $292K in Q1 2026. 62 funds tracked by Wall St. Rank hold IBTP as of Q2 2026.

  • Jacobi Capital Management held 11,472 shares of iShares iBonds Dec 2034 Term Treasury ETF worth $291K as of Q2 2026.
  • Jacobi Capital Management bought 91 iShares iBonds Dec 2034 Term Treasury ETF shares in Q2 2026, an estimated $2.31K.
  • iShares iBonds Dec 2034 Term Treasury ETF made up 0.01% of Jacobi Capital Management's portfolio in Q2 2026, its #563 holding.
  • Jacobi Capital Management first reported a position in iShares iBonds Dec 2034 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Jacobi Capital Management's iShares iBonds Dec 2034 Term Treasury ETF position peaked at $292K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2034 Term Treasury ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.