JFG
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JDM Financial Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

JDM Financial Group’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
2024
Q4 		– Sell
-12,313
Closed -$272K – 375
2024
Q3 		$272K Sell
12,313
-736
-6% -$16.1K 0.15% 44
2024
Q2 		$279K Buy
+13,049
New +$277K 0.19% 39

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

JDM Financial Group's IBTJ Position: Q4 2024 in Review

JDM Financial Group sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2024, closing a stake of 12,313 shares — an estimated $272K sold.

JDM Financial Group first reported a position in IBTJ in Q2 2024 and held it in 2 quarters. The position peaked at $279K in Q2 2024. 144 funds tracked by Wall St. Rank hold IBTJ as of Q4 2024.

  • JDM Financial Group reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 12,313 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2024, an estimated $272K.
  • JDM Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • JDM Financial Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $279K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.