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Koesten Hirschmann & Crabtree’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Koesten Hirschmann & Crabtree’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
2024
Q4 		– Sell
-775
Closed -$17.1K – 206
2024
Q3 		$17.1K Sell
775
-6,650
-90% -$145K 0.01% 109
2024
Q2 		$160K Hold
7,425
– – 0.1% 37
2024
Q1 		$160K Buy
+7,425
New +$160K 0.1% 37

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Koesten Hirschmann & Crabtree's IBTJ Position: Q4 2024 in Review

Koesten Hirschmann & Crabtree sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2024, closing a stake of 775 shares — an estimated $17.1K sold.

Koesten Hirschmann & Crabtree first reported a position in IBTJ in Q1 2024 and held it in 3 quarters. The position peaked at $160K in Q2 2024. 144 funds tracked by Wall St. Rank hold IBTJ as of Q4 2024.

  • Koesten Hirschmann & Crabtree reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 775 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2024, an estimated $17.1K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Koesten Hirschmann & Crabtree's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $160K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2024, filed 14 Feb 2025.