Keeler Thomas Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Keeler Thomas Management’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	$626K	Sell	28,920 -10,260	-26%	-$223K	0.22%	103
2026 Q1	$856K	Sell	39,180 -81,801	-68%	-$1.79M	0.36%	83
2025 Q4	$2.65M	Buy	120,981 +1,682	+1%	+$37K	1.27%	19
2025 Q3	$2.62M	Buy	119,299 +1,825	+2%	+$39.9K	1.07%	23
2025 Q2	$2.58M	Buy	117,474 +27,026	+30%	+$588K	1.11%	19
2025 Q1	$1.97M	Buy	+90,448	New	+$1.94M	0.96%	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

Keeler Thomas Management's IBTJ Position: Q2 2026 in Review

Keeler Thomas Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 26% in Q2 2026, selling an estimated $223K and leaving 28,920 shares worth $626K. The position accounts for 0.22% of the portfolio, ranked #103.

Keeler Thomas Management first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.65M in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Keeler Thomas Management held 28,920 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $626K as of Q2 2026.
Keeler Thomas Management sold 10,260 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $223K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.22% of Keeler Thomas Management's portfolio in Q2 2026, its #103 holding.
Keeler Thomas Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Keeler Thomas Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.65M in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Keeler Thomas Management's 13F filing for Q2 2026, filed 30 Jul 2026.