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

Mendota Financial Group’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	$689K	Buy	31,807 +301	+1%	+$6.53K	0.43%	25
2026 Q1	$688K	Buy	31,506 +190	+0.6%	+$4.17K	0.51%	25
2025 Q4	$687K	Buy	31,316 +379	+1%	+$8.33K	0.5%	26
2025 Q3	$679K	Buy	+30,937	New	+$677K	0.51%	26
2025 Q1	–	Sell	-15,663	Closed	-$334K	–	224
2024 Q4	$334K	Sell	15,663 -5,406	-26%	-$117K	0.22%	32
2024 Q3	$466K	Buy	21,069 +2,043	+11%	+$44.6K	0.22%	37
2024 Q2	$407K	Buy	19,026 +188	+1%	+$3.99K	0.22%	38
2024 Q1	$405K	Buy	18,838 +6,711	+55%	+$145K	0.24%	39
2023 Q4	$264K	Buy	+12,127	New	+$257K	0.21%	54

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

Mendota Financial Group's IBTJ Position: Q2 2026 in Review

Mendota Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.96% in Q2 2026, buying an estimated $6.53K and bringing the position to 31,807 shares worth $689K. The position accounts for 0.43% of the portfolio, ranked #25.

Mendota Financial Group first reported a position in IBTJ in Q4 2023 and has held it in 9 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Mendota Financial Group held 31,807 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $689K as of Q2 2026.
Mendota Financial Group bought 301 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $6.53K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.43% of Mendota Financial Group's portfolio in Q2 2026, its #25 holding.
Mendota Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 9 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Mendota Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.