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

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

Waycross Investment Management's IBTJ Position: Q2 2026 in Review

Waycross Investment Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.7% in Q2 2026, buying an estimated $158K and bringing the position to 443,173 shares worth $9.59M. The position accounts for 7.31% of the portfolio, ranked #2.

Waycross Investment Management first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $10M in Q3 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Waycross Investment Management held 443,173 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $9.59M as of Q2 2026.
Waycross Investment Management bought 7,259 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $158K.
iShares iBonds Dec 2029 Term Treasury ETF made up 7.31% of Waycross Investment Management's portfolio in Q2 2026, its #2 holding.
Waycross Investment Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Waycross Investment Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $10M in Q3 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.