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

SignatureFD’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	$4.61M	Buy	216,968 +47,983	+28%	+$1.03M	0.06%	132
2026 Q2	$3.66M	Buy	168,985 +2,312	+1%	+$50.2K	0.05%	153
2026 Q1	$3.64M	Buy	166,673 +6,153	+4%	+$135K	0.06%	129
2025 Q4	$3.52M	Hold	160,520	–	–	0.05%	140
2025 Q3	$3.52M	Buy	160,520 +25,033	+18%	+$548K	0.06%	138
2025 Q2	$2.97M	Buy	135,487 +47,755	+54%	+$1.04M	0.05%	147
2025 Q1	$1.91M	Buy	87,732 +35,370	+68%	+$760K	0.04%	192
2024 Q4	$1.12M	Buy	+52,362	New	+$1.13M	0.02%	305

Other funds holding IBTJ

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

SignatureFD's IBTJ Position: Q3 2026 in Review

SignatureFD increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 28% in Q3 2026, buying an estimated $1.03M and bringing the position to 216,968 shares worth $4.61M. The position accounts for 0.06% of the portfolio, ranked #132.

SignatureFD first reported a position in IBTJ in Q4 2024 and has held it in 8 quarters since. 86 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

SignatureFD held 216,968 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $4.61M as of Q3 2026.
SignatureFD bought 47,983 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $1.03M.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.06% of SignatureFD's portfolio in Q3 2026, its #132 holding.
SignatureFD first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
86 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.