Krilogy Financial
IBTJ icon

Krilogy Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Krilogy Financial’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 		$10.9M Sell
512,518
-49,765
-9% -$1.07M 0.3% 62
2026
Q2 		$12.2M Buy
562,283
+41,166
+8% +$893K 0.36% 56
2026
Q1 		$11.4M Buy
521,117
+24,018
+5% +$527K 0.37% 54
2025
Q4 		$10.9M Buy
497,099
+461,525
+1,297% +$10.1M 0.37% 53
2025
Q3 		$779K Sell
35,574
-10,541
-23% -$231K 0.03% 392
2025
Q2 		$1.01M Sell
46,115
-1,318
-3% -$28.7K 0.06% 181
2025
Q1 		$1.03M Buy
47,433
+17,012
+56% +$365K 0.07% 168
2024
Q4 		$649K Buy
30,421
+2,163
+8% +$46.6K 0.04% 189
2024
Q3 		$625K Buy
28,258
+7,757
+38% +$169K 0.04% 190
2024
Q2 		$438K Sell
20,501
-9,169
-31% -$195K 0.03% 211
2024
Q1 		$638K Sell
29,670
-11,206
-27% -$242K 0.05% 191
2023
Q4 		$890K Buy
40,876
+14,631
+56% +$310K 0.08% 152
2023
Q3 		$551K Buy
26,245
+5,801
+28% +$124K 0.05% 178
2023
Q2 		$442K Buy
20,444
+8,718
+74% +$192K 0.04% 184
2023
Q1 		$260K Sell
11,726
-1,727
-13% -$37.8K 0.02% 350
2022
Q4 		$290K Sell
13,453
-19,084
-59% -$412K 0.03% 325
2022
Q3 		$701K Buy
32,537
+4
+0% +$90 0.08% 161
2022
Q2 		$740K Sell
32,533
-12,964
-28% -$296K 0.09% 160
2022
Q1 		$1.08M Buy
+45,497
New +$1.11M 0.11% 127

Other funds holding IBTJ

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
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MA
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Krilogy Financial's IBTJ Position: Q3 2026 in Review

Krilogy Financial reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 8.9% in Q3 2026, selling an estimated $1.07M and leaving 512,518 shares worth $10.9M. The position accounts for 0.3% of the portfolio, ranked #62.

Krilogy Financial first reported a position in IBTJ in Q1 2022 and has held it in 19 quarters since. The position peaked at $12.2M in Q2 2026. 53 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Krilogy Financial held 512,518 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $10.9M as of Q3 2026.
  • Krilogy Financial sold 49,765 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $1.07M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.3% of Krilogy Financial's portfolio in Q3 2026, its #62 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2022 and has held it in 19 quarters since.
  • Krilogy Financial's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $12.2M in Q2 2026.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.