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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial's IBTJ Position: Q2 2026 in Review

Krilogy Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.9% in Q2 2026, buying an estimated $893K and bringing the position to 562,283 shares worth $12.2M. The position accounts for 0.36% of the portfolio, ranked #56.

Krilogy Financial first reported a position in IBTJ in Q1 2022 and has held it in 18 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Krilogy Financial held 562,283 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $12.2M as of Q2 2026.
  • Krilogy Financial bought 41,166 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $893K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.36% of Krilogy Financial's portfolio in Q2 2026, its #56 holding.
  • Krilogy Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2022 and has held it in 18 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.