OCG
IBTJ icon

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

Opus Capital 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
Q1 		$304K Hold
13,900
– – 0.03% 106
2025
Q4 		$305K Buy
13,900
+1,400
+11% +$30.8K 0.03% 99
2025
Q3 		$274K Buy
+12,500
New +$274K 0.03% 108

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $374B AUM 17.66% 1-Year Est. Return

Opus Capital Group's IBTJ Position: Q1 2026 in Review

Opus Capital Group held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 13,900 shares worth $304K. The position accounts for 0.03% of the portfolio, ranked #106.

Opus Capital Group first reported a position in IBTJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Opus Capital Group held 13,900 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $304K as of Q1 2026.
  • Opus Capital Group left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Opus Capital Group's portfolio in Q1 2026, its #106 holding.
  • Opus Capital Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Opus Capital Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $305K in Q4 2025.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.