Koss-Olinger Consulting’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Koss-Olinger Consulting’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	$280K	Buy	12,923 +82	+0.6%	+$1.78K	0.02%	139
2026 Q1	$280K	Buy	+12,841	New	+$282K	0.02%	219

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

Koss-Olinger Consulting's IBTJ Position: Q2 2026 in Review

Koss-Olinger Consulting increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.64% in Q2 2026, buying an estimated $1.78K and bringing the position to 12,923 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #139.

Koss-Olinger Consulting first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $280K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Koss-Olinger Consulting held 12,923 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $280K as of Q2 2026.
Koss-Olinger Consulting bought 82 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.78K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #139 holding.
Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Koss-Olinger Consulting's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $280K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.