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

Northstar 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	$3.7M	Buy	170,987 +35,134	+26%	+$762K	0.48%	39
2026 Q1	$2.97M	Buy	135,853 +24,200	+22%	+$531K	0.42%	40
2025 Q4	$2.45M	Buy	111,653 +90,711	+433%	+$1.99M	0.33%	44
2025 Q3	$460K	Buy	20,942 +11,222	+115%	+$246K	0.07%	99
2025 Q2	$213K	Sell	9,720 -1,622	-14%	-$35.3K	0.03%	149
2025 Q1	$247K	Buy	+11,342	New	+$244K	0.04%	134

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

Northstar Group's IBTJ Position: Q2 2026 in Review

Northstar Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 26% in Q2 2026, buying an estimated $762K and bringing the position to 170,987 shares worth $3.7M. The position accounts for 0.48% of the portfolio, ranked #39.

Northstar Group first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Northstar Group held 170,987 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.7M as of Q2 2026.
Northstar Group bought 35,134 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $762K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.48% of Northstar Group's portfolio in Q2 2026, its #39 holding.
Northstar Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.