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	4.3%	4
2026 Q1	$10.2M	Buy	466,897 +69,236	+17%	+$1.52M	4.49%	4
2025 Q4	$8.73M	Buy	397,661 +24,866	+7%	+$546K	3.81%	2
2025 Q3	$8.18M	Buy	372,795 +25,163	+7%	+$551K	3.81%	3
2025 Q2	$7.62M	Buy	347,632 +13,284	+4%	+$289K	3.84%	3
2025 Q1	$7.28M	Buy	334,348 +30,627	+10%	+$658K	4.16%	2
2024 Q4	$6.48M	Buy	303,721 +76,616	+34%	+$1.65M	3.55%	6
2024 Q3	$5.02M	Buy	227,105 +33,982	+18%	+$742K	2.85%	7
2024 Q2	$4.13M	Buy	193,123 +60,388	+45%	+$1.28M	2.47%	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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return