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 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

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

Mendota Financial Group Madison, Wisconsin $161M AUM 14.68% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return