Koshinski Asset Management
IBTJ icon

Koshinski Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Koshinski Asset 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 		$203K Buy
+9,358
New +$203K 0.01% 746
2022
Q2 		– Sell
-1,994
Closed -$47.1K – 1226
2022
Q1 		$47.1K Buy
1,994
+44
+2% +$1.07K ﹤0.01% 1140
2021
Q4 		$49K Buy
1,950
+12
+0.6% +$301 ﹤0.01% 1137
2021
Q3 		$48.8K Buy
+1,938
New +$49.4K ﹤0.01% 1124

Other funds holding IBTJ

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Koshinski Asset Management's IBTJ Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 9,358 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in IBTJ as recently as Q1 2022.

Koshinski Asset Management first reported a position in IBTJ in Q3 2021 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Koshinski Asset Management held 9,358 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $203K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Koshinski Asset Management position in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #746 holding.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2021 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.