SCM
IBTJ icon

Spreng Capital Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Spreng Capital 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 		$6.98M Sell
322,517
-755
-0.2% -$16.4K 2.54% 10
2026
Q1 		$7.06M Buy
323,272
+29,370
+10% +$644K 3.33% 8
2025
Q4 		$6.45M Buy
293,902
+15,570
+6% +$342K 2.53% 12
2025
Q3 		$6.11M Buy
278,332
+3,497
+1% +$76.5K 2.44% 12
2025
Q2 		$6.02M Buy
274,835
+15,581
+6% +$339K 2.49% 11
2025
Q1 		$5.64M Buy
259,254
+14,146
+6% +$304K 2.55% 12
2024
Q4 		$5.23M Buy
245,108
+6,672
+3% +$144K 2.27% 12
2024
Q3 		$5.24M Buy
+238,436
New +$5.21M 2.44% 11

Other funds holding IBTJ

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Spreng Capital Management's IBTJ Position: Q2 2026 in Review

Spreng Capital Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.23% in Q2 2026, selling an estimated $16.4K and leaving 322,517 shares worth $6.98M. The position accounts for 2.54% of the portfolio, ranked #10.

Spreng Capital Management first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.06M in Q1 2026. 101 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Spreng Capital Management held 322,517 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $6.98M as of Q2 2026.
  • Spreng Capital Management sold 755 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $16.4K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 2.54% of Spreng Capital Management's portfolio in Q2 2026, its #10 holding.
  • Spreng Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
  • Spreng Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $7.06M in Q1 2026.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Spreng Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.