Robbins Farley
IBTJ icon

Robbins Farley’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Robbins Farley’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 		$19.9K Buy
938
+26
+3% +$559 0.01% 109
2026
Q2 		$19.7K Hold
912
– – 0.01% 105
2026
Q1 		$19.9K Hold
912
– – 0.01% 101
2025
Q4 		$20K Buy
+912
New +$20K 0.01% 100

Other funds holding IBTJ

Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Shelton Wealth Management
Shelton Wealth Management Fort Worth, Texas $254M AUM 22.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Waycross Investment Management
Waycross Investment Management Bellingham, Washington $124M AUM 12.41% 1-Year Est. Return

Robbins Farley's IBTJ Position: Q3 2026 in Review

Robbins Farley increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.9% in Q3 2026, buying an estimated $559 and bringing the position to 938 shares worth $19.9K. The position accounts for 0.01% of the portfolio, ranked #109.

Robbins Farley first reported a position in IBTJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $20K in Q4 2025. 56 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Robbins Farley held 938 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $19.9K as of Q3 2026.
  • Robbins Farley bought 26 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $559.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Robbins Farley's portfolio in Q3 2026, its #109 holding.
  • Robbins Farley first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Robbins Farley's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $20K in Q4 2025.
  • 56 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Robbins Farley's 13F filing for Q3 2026, filed 21 Oct 2026.