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

SummitPoint 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	$1.45M	Sell	67,080 -13,203	-16%	-$287K	1.57%	15
2026 Q1	$1.76M	Buy	+80,283	New	+$1.76M	2.24%	16

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

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

SummitPoint Capital Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 16% in Q2 2026, selling an estimated $287K and leaving 67,080 shares worth $1.45M. The position accounts for 1.57% of the portfolio, ranked #15.

SummitPoint Capital Management first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.76M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

SummitPoint Capital Management held 67,080 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.45M as of Q2 2026.
SummitPoint Capital Management sold 13,203 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $287K.
iShares iBonds Dec 2029 Term Treasury ETF made up 1.57% of SummitPoint Capital Management's portfolio in Q2 2026, its #15 holding.
SummitPoint Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
SummitPoint Capital Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.76M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on SummitPoint Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.