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 Q3	$14M	Sell	660,121 -1,636	-0.2%	-$35.1K	4.5%	9
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	$9.7M	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

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

MKT Advisors's IBTJ Position: Q3 2026 in Review

MKT Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.25% in Q3 2026, selling an estimated $35.1K and leaving 660,121 shares worth $14M. The position accounts for 4.5% of the portfolio, ranked #9.

MKT Advisors first reported a position in IBTJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.3M in Q2 2026. 54 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

MKT Advisors held 660,121 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $14M as of Q3 2026.
MKT Advisors sold 1,636 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $35.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up 4.5% of MKT Advisors's portfolio in Q3 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 8 quarters since.
MKT Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $14.3M in Q2 2026.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.