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 Q2	$1.32M	Buy	60,840 +2,183	+4%	+$47.4K	0.53%	40
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jim Saulnier & Associates's IBTJ Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.7% in Q2 2026, buying an estimated $47.4K and bringing the position to 60,840 shares worth $1.32M. The position accounts for 0.53% of the portfolio, ranked #40.

Jim Saulnier & Associates first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. 214 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Jim Saulnier & Associates held 60,840 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.32M as of Q2 2026.
Jim Saulnier & Associates bought 2,183 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $47.4K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.53% of Jim Saulnier & Associates's portfolio in Q2 2026, its #40 holding.
Jim Saulnier & Associates first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
214 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.