Merit Financial Group
IBTJ icon

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

Merit 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 		$28M Buy
1,320,019
+731,759
+124% +$15.7M 0.16% 114
2026
Q2 		$12.7M Buy
588,260
+570,188
+3,155% +$12.4M 0.08% 217
2026
Q1 		$395K Buy
18,072
+63
+0.3% +$1.38K ﹤0.01% 1511
2025
Q4 		$395K Buy
18,009
+2,071
+13% +$45.5K ﹤0.01% 1423
2025
Q3 		$350K Buy
15,938
+754
+5% +$16.5K ﹤0.01% 1354
2025
Q2 		$333K Buy
+15,184
New +$330K ﹤0.01% 1282

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Journey Advisory Group
Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

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

Merit Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 124% in Q3 2026, buying an estimated $15.7M and bringing the position to 1,320,019 shares worth $28M. The position accounts for 0.16% of the portfolio, ranked #114.

Merit Financial Group first reported a position in IBTJ in Q2 2025 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Merit Financial Group held 1,320,019 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $28M as of Q3 2026.
  • Merit Financial Group bought 731,759 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $15.7M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.16% of Merit Financial Group's portfolio in Q3 2026, its #114 holding.
  • Merit Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.