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

TD 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	$45.6K	Buy	2,104 +20	+1%	+$434	﹤0.01%	256
2026 Q1	$45.5K	Buy	2,084 +12	+0.6%	+$263	﹤0.01%	259
2025 Q4	$45.5K	Buy	2,072 +26	+1%	+$571	﹤0.01%	245
2025 Q3	$44.9K	Buy	2,046 +20	+1%	+$438	﹤0.01%	230
2025 Q2	$44.4K	Buy	2,026 +19	+0.9%	+$413	﹤0.01%	229
2025 Q1	$43.7K	Buy	2,007 +13	+0.7%	+$279	﹤0.01%	192
2024 Q4	$42.5K	Buy	1,994 +25	+1%	+$539	﹤0.01%	191
2024 Q3	$43.5K	Buy	1,969 +19	+1%	+$415	﹤0.01%	197
2024 Q2	$41.7K	Buy	1,950 +20	+1%	+$424	﹤0.01%	197
2024 Q1	$41.5K	Buy	1,930 +12	+0.6%	+$259	﹤0.01%	197
2023 Q4	$41.8K	Buy	1,918 +23	+1%	+$487	﹤0.01%	197
2023 Q3	$39.8K	Buy	1,895 +18	+1%	+$384	﹤0.01%	191
2023 Q2	$40.6K	Buy	1,877 +15	+0.8%	+$330	﹤0.01%	192
2023 Q1	$41.3K	Buy	1,862 +10	+0.5%	+$219	0.01%	185
2022 Q4	$40K	Buy	+1,852	New	+$40K	0.01%	179

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

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

TD Capital Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.96% in Q2 2026, buying an estimated $434 and bringing the position to 2,104 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

TD Capital Management first reported a position in IBTJ in Q4 2022 and has held it in 15 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

TD Capital Management held 2,104 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $45.6K as of Q2 2026.
TD Capital Management bought 20 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $434.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #256 holding.
TD Capital Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2022 and has held it in 15 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.