XY Planning Network
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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
Q3 		$461K Buy
21,697
+4,472
+26% +$96.1K 0.05% 253
2026
Q2 		$373K Buy
+17,225
New +$374K 0.05% 251

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

XY Planning Network's IBTJ Position: Q3 2026 in Review

XY Planning Network increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 26% in Q3 2026, buying an estimated $96.1K and bringing the position to 21,697 shares worth $461K. The position accounts for 0.05% of the portfolio, ranked #253.

XY Planning Network first reported a position in IBTJ in Q2 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • XY Planning Network held 21,697 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $461K as of Q3 2026.
  • XY Planning Network bought 4,472 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $96.1K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.05% of XY Planning Network's portfolio in Q3 2026, its #253 holding.
  • XY Planning Network first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.