Smithbridge Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Smithbridge Asset 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	$398K	Hold	18,400	–	–	0.05%	144
2026 Q1	$402K	Sell	18,400 -18,400	-50%	-$404K	0.06%	142
2025 Q4	$808K	Buy	36,800 +18,400	+100%	+$404K	0.07%	116
2025 Q3	$404K	Buy	+18,400	New	+$403K	0.06%	125

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

Smithbridge Asset Management's IBTJ Position: Q2 2026 in Review

Smithbridge Asset Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 18,400 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #144.

Smithbridge Asset Management first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $808K in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Smithbridge Asset Management held 18,400 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $398K as of Q2 2026.
Smithbridge Asset Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q2 2026, its #144 holding.
Smithbridge Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Smithbridge Asset Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $808K in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.