KPP Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

KPP Advisory Services’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	$223K	Buy	+10,500	New	+$226K	0.04%	298

Other funds holding IBTJ

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

KPP Advisory Services's IBTJ Position: Q3 2026 in Review

KPP Advisory Services opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026: 10,500 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #298 among its holdings.

83 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

KPP Advisory Services held 10,500 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $223K as of Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new KPP Advisory Services position in Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of KPP Advisory Services's portfolio in Q3 2026, its #298 holding.
83 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on KPP Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.