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Milestone Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Milestone Asset Management’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 		$281K Buy
13,244
+409
+3% +$8.79K 0.04% 206
2026
Q2 		$278K Buy
+12,835
New +$279K 0.04% 230

Other funds holding IBTJ

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
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Milestone Asset Management's IBTJ Position: Q3 2026 in Review

Milestone Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.2% in Q3 2026, buying an estimated $8.79K and bringing the position to 13,244 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #206.

Milestone Asset Management first reported a position in IBTJ in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Milestone Asset Management held 13,244 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $281K as of Q3 2026.
  • Milestone Asset Management bought 409 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $8.79K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Milestone Asset Management's portfolio in Q3 2026, its #206 holding.
  • Milestone Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.