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Trust Company’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Trust Company’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
Q3 		$218K Hold
10,272
– – 0.02% 171
2026
Q2 		$222K Hold
10,272
– – 0.02% 161
2026
Q1 		$224K Buy
10,272
+29
+0.3% +$636 0.02% 166
2025
Q4 		$225K Buy
10,243
+1
+0% +$22 0.02% 161
2025
Q3 		$225K Hold
10,242
– – 0.02% 137
2025
Q2 		$225K Sell
10,242
-3
-0% -$65 0.03% 140
2025
Q1 		$223K Buy
10,245
+2,351
+30% +$50.5K 0.03% 138
2024
Q4 		$168K Buy
7,894
+1,448
+22% +$31.2K 0.02% 148
2024
Q3 		$143K Buy
+6,446
New +$141K 0.02% 145

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Trust Company's IBTJ Position: Q3 2026 in Review

Trust Company held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2026 at 10,272 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #171.

Trust Company first reported a position in IBTJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $225K in Q3 2025. 15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Trust Company held 10,272 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $218K as of Q3 2026.
  • Trust Company left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Trust Company's portfolio in Q3 2026, its #171 holding.
  • Trust Company first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 9 quarters since.
  • Trust Company's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $225K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.