WIM
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Waycross Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Waycross Investment 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 		$9.59M Buy
443,173
+7,259
+2% +$158K 7.31% 2
2026
Q1 		$9.52M Buy
435,914
+11,054
+3% +$242K 9.09% 2
2025
Q4 		$9.32M Buy
424,860
+4,114
+1% +$90.4K 8.2% 3
2025
Q3 		$9.24M Sell
420,746
-34,244
-8% -$749K 9.42% 3
2025
Q2 		$9.97M Buy
454,990
+909
+0.2% +$19.8K 10.37% 2
2025
Q1 		$9.89M Sell
454,081
-2,817
-0.6% -$60.5K 11.15% 2
2024
Q4 		$9.74M Buy
456,898
+3,955
+0.9% +$85.2K 10.25% 2
2024
Q3 		$10M Buy
452,943
+9,764
+2% +$213K 9.22% 2
2024
Q2 		$9.47M Buy
443,179
+6,585
+2% +$140K 9.14% 2
2024
Q1 		$9.39M Buy
436,594
+29,810
+7% +$642K 8.75% 2
2023
Q4 		$8.86M Buy
+406,784
New +$8.61M 9.75% 2

Other funds holding IBTJ

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return