TFS
IBTJ icon

Thoroughbred Financial Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Thoroughbred Financial Services’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
Q1 		$3.83M Buy
175,555
+17,804
+11% +$390K 0.23% 98
2025
Q4 		$3.46M Buy
157,751
+14,766
+10% +$325K 0.21% 102
2025
Q3 		$3.14M Buy
142,985
+55,366
+63% +$1.21M 0.19% 111
2025
Q2 		$1.92M Sell
87,619
-4,946
-5% -$108K 0.13% 159
2025
Q1 		$2.02M Buy
92,565
+36,727
+66% +$789K 0.13% 168
2024
Q4 		$1.19M Buy
55,838
+17,110
+44% +$369K 0.07% 254
2024
Q3 		$856K Buy
38,728
+9,000
+30% +$197K 0.06% 305
2024
Q2 		$635K Buy
29,728
+18,470
+164% +$392K 0.04% 341
2024
Q1 		$242K Buy
+11,258
New +$243K 0.02% 416

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return