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Johnson Investment Counsel’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Johnson Investment Counsel’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 		$372K Hold
17,193
– – ﹤0.01% 683
2026
Q1 		$376K Buy
+17,193
New +$377K ﹤0.01% 667

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Johnson Investment Counsel's IBTJ Position: Q2 2026 in Review

Johnson Investment Counsel held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 17,193 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Johnson Investment Counsel first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $376K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Johnson Investment Counsel held 17,193 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $372K as of Q2 2026.
  • Johnson Investment Counsel left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #683 holding.
  • Johnson Investment Counsel first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • Johnson Investment Counsel's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $376K in Q1 2026.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.