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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return