Penobscot Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Penobscot Investment Management’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	$206K	Hold	9,500	–	–	0.01%	309
2026 Q1	$208K	Buy	+9,500	New	+$208K	0.02%	305

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

Penobscot Investment Management's IBTJ Position: Q2 2026 in Review

Penobscot Investment Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 9,500 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #309.

Penobscot Investment Management first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $208K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Penobscot Investment Management held 9,500 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $206K as of Q2 2026.
Penobscot Investment Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Penobscot Investment Management's portfolio in Q2 2026, its #309 holding.
Penobscot Investment Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
Penobscot Investment Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $208K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.