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 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

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

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

Merit Financial Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3,155% in Q2 2026, buying an estimated $12.4M and bringing the position to 588,260 shares worth $12.7M. The position accounts for 0.08% of the portfolio, ranked #217.

Merit Financial Group first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Merit Financial Group held 588,260 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $12.7M as of Q2 2026.
Merit Financial Group bought 570,188 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $12.4M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.08% of Merit Financial Group's portfolio in Q2 2026, its #217 holding.
Merit Financial Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.