Shelton Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Shelton Wealth 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	$10.9M	Buy	501,211 +34,314	+7%	+$745K	4.26%	4
2026 Q1	$10.2M	Buy	466,897 +69,236	+17%	+$1.52M	4.46%	4
2025 Q4	$8.73M	Buy	397,661 +24,866	+7%	+$546K	3.74%	2
2025 Q3	$8.18M	Buy	372,795 +25,163	+7%	+$551K	3.7%	3
2025 Q2	$7.62M	Buy	347,632 +13,284	+4%	+$289K	3.67%	3
2025 Q1	$7.28M	Buy	334,348 +30,627	+10%	+$658K	3.96%	2
2024 Q4	$6.48M	Buy	303,721 +76,616	+34%	+$1.65M	3.35%	6
2024 Q3	$5.02M	Buy	227,105 +33,982	+18%	+$742K	2.73%	7
2024 Q2	$4.13M	Buy	193,123 +60,388	+45%	+$1.28M	2.34%	13
2024 Q1	$2.85M	Buy	132,735 +42,610	+47%	+$918K	1.79%	15
2023 Q4	$1.96M	Buy	+90,125	New	+$1.91M	1.39%	17

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

Shelton Wealth Management's IBTJ Position: Q2 2026 in Review

Shelton Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.3% in Q2 2026, buying an estimated $745K and bringing the position to 501,211 shares worth $10.9M. The position accounts for 4.26% of the portfolio, ranked #4.

Shelton Wealth Management first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Shelton Wealth Management held 501,211 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $10.9M as of Q2 2026.
Shelton Wealth Management bought 34,314 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $745K.
iShares iBonds Dec 2029 Term Treasury ETF made up 4.26% of Shelton Wealth Management's portfolio in Q2 2026, its #4 holding.
Shelton Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.