MKT Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

MKT Advisors’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	$14.3M	Buy	661,757 +49,278	+8%	+$1.07M	4.44%	9
2026 Q1	$13.3M	Buy	612,479 +14,676	+2%	+$322K	4.47%	9
2025 Q4	$13.1M	Buy	597,803 +120,942	+25%	+$2.66M	4.48%	8
2025 Q3	$10.5M	Buy	476,861 +15,039	+3%	+$329K	3.89%	10
2025 Q2	$10.1M	Buy	461,822 +16,932	+4%	+$368K	3.99%	9
2025 Q1	$9.71M	Buy	444,890 +17,862	+4%	+$384K	4.56%	9
2024 Q4	$9.11M	Buy	+427,028	New	+$9.2M	3.97%	8

Other funds holding IBTJ

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

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

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

SCM

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

MKT Advisors's IBTJ Position: Q2 2026 in Review

MKT Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 8% in Q2 2026, buying an estimated $1.07M and bringing the position to 661,757 shares worth $14.3M. The position accounts for 4.44% of the portfolio, ranked #9.

MKT Advisors first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 36 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

MKT Advisors held 661,757 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $14.3M as of Q2 2026.
MKT Advisors bought 49,278 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.07M.
iShares iBonds Dec 2029 Term Treasury ETF made up 4.44% of MKT Advisors's portfolio in Q2 2026, its #9 holding.
MKT Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
36 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.