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 Q2	$3.59M	Sell	165,829 -9,726	-6%	-$211K	0.17%	114
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 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

Thoroughbred Financial Services's IBTJ Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 5.5% in Q2 2026, selling an estimated $211K and leaving 165,829 shares worth $3.59M. The position accounts for 0.17% of the portfolio, ranked #114.

Thoroughbred Financial Services first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.83M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Thoroughbred Financial Services held 165,829 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.59M as of Q2 2026.
Thoroughbred Financial Services sold 9,726 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $211K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.17% of Thoroughbred Financial Services's portfolio in Q2 2026, its #114 holding.
Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Thoroughbred Financial Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.83M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.