Smithbridge Asset Management
IBTJ icon

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
Q3 		$391K Hold
18,400
– – 0.05% 143
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

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TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Smithbridge Asset Management's IBTJ Position: Q3 2026 in Review

Smithbridge Asset Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2026 at 18,400 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #143.

Smithbridge Asset Management first reported a position in IBTJ in Q3 2025 and has held it in 5 quarters since. The position peaked at $808K in Q4 2025. 74 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Smithbridge Asset Management held 18,400 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $391K as of Q3 2026.
  • Smithbridge Asset Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of Smithbridge Asset Management's portfolio in Q3 2026, its #143 holding.
  • Smithbridge Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 5 quarters since.
  • Smithbridge Asset Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $808K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.