SCS Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

SCS Capital 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	$2.87M	Sell	132,570 -1,620	-1%	-$35.2K	0.03%	191
2026 Q1	$2.93M	Buy	134,190 +18,352	+16%	+$402K	0.03%	181
2025 Q4	$2.54M	Buy	115,838 +9,357	+9%	+$206K	0.03%	194
2025 Q3	$2.34M	Buy	106,481 +199	+0.2%	+$4.36K	0.03%	198
2025 Q2	$2.33M	Buy	106,282 +198	+0.2%	+$4.31K	0.03%	208
2025 Q1	$2.31M	Sell	106,084 -5,482	-5%	-$118K	0.03%	186
2024 Q4	$2.38M	Buy	111,566 +256	+0.2%	+$5.52K	0.05%	60
2024 Q3	$2.46M	Buy	111,310 +189	+0.2%	+$4.13K	0.05%	56
2024 Q2	$2.37M	Buy	111,121 +192	+0.2%	+$4.07K	0.05%	61
2024 Q1	$2.38M	Buy	+110,929	New	+$2.39M	0.05%	60

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

SCS Capital Management's IBTJ Position: Q2 2026 in Review

SCS Capital Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.2% in Q2 2026, selling an estimated $35.2K and leaving 132,570 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #191.

SCS Capital Management first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.93M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

SCS Capital Management held 132,570 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.87M as of Q2 2026.
SCS Capital Management sold 1,620 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $35.2K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of SCS Capital Management's portfolio in Q2 2026, its #191 holding.
SCS Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
SCS Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.93M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.