Titleist Asset Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Titleist Asset 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	$2.15M	Buy	99,482 +13,969	+16%	+$303K	0.15%	130
2026 Q1	$1.87M	Buy	85,513 +19,180	+29%	+$421K	0.14%	129
2025 Q4	$1.46M	Sell	66,333 -4,879	-7%	-$107K	0.12%	131
2025 Q3	$1.56M	Sell	71,212 -90	-0.1%	-$1.97K	0.14%	115
2025 Q2	$1.56M	Sell	71,302 -1,009	-1%	-$21.9K	0.15%	110
2025 Q1	$1.57M	Buy	+72,311	New	+$1.55M	0.18%	101

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

Titleist Asset Management's IBTJ Position: Q2 2026 in Review

Titleist Asset Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 16% in Q2 2026, buying an estimated $303K and bringing the position to 99,482 shares worth $2.15M. The position accounts for 0.15% of the portfolio, ranked #130.

Titleist Asset Management first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Titleist Asset Management held 99,482 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $2.15M as of Q2 2026.
Titleist Asset Management bought 13,969 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $303K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.15% of Titleist Asset Management's portfolio in Q2 2026, its #130 holding.
Titleist Asset Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.