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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.28M Buy
58,657
+13,033
+29% +$286K 0.62% 39
2025
Q4 		$1M Buy
45,624
+12,141
+36% +$267K 0.52% 48
2025
Q3 		$735K Buy
33,483
+11,208
+50% +$245K 0.41% 54
2025
Q2 		$488K Buy
22,275
+10,531
+90% +$229K 0.33% 64
2025
Q1 		$256K Buy
11,744
+187
+2% +$4.02K 0.2% 91
2024
Q4 		$246K Sell
11,557
-16,568
-59% -$357K 0.21% 81
2024
Q3 		$622K Buy
+28,125
New +$615K 0.61% 35

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return