KFG Wealth Management
IBTJ icon

KFG Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

KFG Wealth 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
Q3 		$634K Sell
29,862
-11,578
-28% -$249K 0.07% 118
2026
Q2 		$897K Buy
41,440
+723
+2% +$15.7K 0.1% 96
2026
Q1 		$889K Buy
40,717
+5,114
+14% +$112K 0.12% 89
2025
Q4 		$781K Buy
+35,603
New +$782K 0.1% 90

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KFG Wealth Management's IBTJ Position: Q3 2026 in Review

KFG Wealth Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 28% in Q3 2026, selling an estimated $249K and leaving 29,862 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #118.

KFG Wealth Management first reported a position in IBTJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $897K in Q2 2026. 154 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • KFG Wealth Management held 29,862 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $634K as of Q3 2026.
  • KFG Wealth Management sold 11,578 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $249K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.07% of KFG Wealth Management's portfolio in Q3 2026, its #118 holding.
  • KFG Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • KFG Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $897K in Q2 2026.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.