JSA
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Jim Saulnier & Associates’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Jim Saulnier & Associates’s Portfolio IBTJ Stock Details IBTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$488K Buy
22,275
+10,531
+90% +$231K 0.33% 64
2025
Q1 		$256K Buy
11,744
+187
+2% +$4.07K 0.2% 91
2024
Q4 		$246K Sell
11,557
-16,568
-59% -$353K 0.21% 81
2024
Q3 		$622K Buy
+28,125
New +$622K 0.61% 35