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Key Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Key Capital 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
Q1 		– Sell
-106
Closed -$2.33K – 720
2025
Q4 		$2.33K Buy
+106
New +$2.33K ﹤0.01% 377

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 $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B 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 $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Key Capital Management's IBTJ Position: Q1 2026 in Review

Key Capital Management sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2026, closing a stake of 106 shares — an estimated $2.33K sold.

Key Capital Management first reported a position in IBTJ in Q4 2025 and held it in 1 quarter. The position peaked at $2.33K in Q4 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Key Capital Management reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 106 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $2.33K.
  • Key Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.33K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.