XY Planning Network’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

XY Planning Network’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	$373K	Buy	+17,225	New	+$374K	0.05%	251

Other funds holding IBTJ

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

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

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 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

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

XY Planning Network's IBTJ Position: Q2 2026 in Review

XY Planning Network opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 17,225 shares worth $373K. The stake represents 0.05% of the portfolio and ranks #251 among its holdings.

71 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

XY Planning Network held 17,225 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $373K as of Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new XY Planning Network position in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q2 2026, its #251 holding.
71 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.