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Old Mission Investment Co’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Old Mission Investment Co’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 		$283K Hold
13,082
– – 0.06% 130
2026
Q1 		$286K Buy
13,082
+3,660
+39% +$80.3K 0.07% 120
2025
Q4 		$207K Buy
+9,422
New +$207K 0.05% 128

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Old Mission Investment Co's IBTJ Position: Q2 2026 in Review

Old Mission Investment Co held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 13,082 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #130.

Old Mission Investment Co first reported a position in IBTJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $286K in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Old Mission Investment Co held 13,082 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $283K as of Q2 2026.
  • Old Mission Investment Co left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.06% of Old Mission Investment Co's portfolio in Q2 2026, its #130 holding.
  • Old Mission Investment Co first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 3 quarters since.
  • Old Mission Investment Co's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $286K in Q1 2026.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.