MFG
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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
Q3 		$682K Buy
32,111
+304
+1% +$6.53K 0.42% 25
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return

Mendota Financial Group's IBTJ Position: Q3 2026 in Review

Mendota Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.96% in Q3 2026, buying an estimated $6.53K and bringing the position to 32,111 shares worth $682K. The position accounts for 0.42% of the portfolio, ranked #25.

Mendota Financial Group first reported a position in IBTJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $689K in Q2 2026. 15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Mendota Financial Group held 32,111 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $682K as of Q3 2026.
  • Mendota Financial Group bought 304 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $6.53K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.42% of Mendota Financial Group's portfolio in Q3 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 10 quarters since.
  • Mendota Financial Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $689K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Mendota Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.