IBTJ · Insider trading · 13F holders · Congress trades
Ishares Ibonds Dec 2029 Term Treasury Et (IBTJ)
Who is buying and selling IBTJ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 40
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IBTJ at a glance
- No open-market insider purchases or sales of IBTJ were filed in the last 90 days.
- 40 13F filers hold IBTJ among their 50 largest positions, worth $355.8M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (7.8%), Eight 31 Financial, LLC (5.6%) and Es4, LLC (5.6%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in IBTJ.
IBTJ insider trading
No open-market insider purchases or sales of IBTJ were filed in the last 90 days.
Who owns IBTJ? Hedge funds and superinvestors
40 13F filers hold IBTJ among their 50 largest positions, worth $355.8M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (7.8%), Eight 31 Financial, LLC (5.6%) and Es4, LLC (5.6%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLCWealth manager | 3.2% | $36.3M | 1,709,106 | +27.5% shares | Q3 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 3.1% | $36.1M | 1,702,962 | +2.0% shares | Q3 2026 |
| Financial Advisory CorpWealth manager | 4.5% | $35.1M | 1,653,449 | +3.4% shares | Q3 2026 |
| Hengehold Capital Management LLCWealth manager | 1.9% | $25.4M | 1,196,533 | +7.3% shares | Q3 2026 |
| Atwood & Palmer IncWealth manager | 1.0% | $19.4M | 913,459 | -4.7% shares | Q3 2026 |
| Journey Advisory Group, LLCWealth manager | 1.3% | $17.5M | 808,737 | +1.4% shares | Q2 2026 |
| Denver PWM, LLCWealth manager | 4.9% | $14.8M | 695,280 | +1.4% shares | Q3 2026 |
| MKT Advisors LLCWealth manager | 4.5% | $14.0M | 660,121 | -0.2% shares | Q3 2026 |
| Wealth Management Strategies, Inc.Wealth manager | 4.9% | $12.5M | 577,575 | +6.4% shares | Q2 2026 |
| Probity Advisors, Inc.Wealth manager | 1.7% | $12.2M | 575,047 | +8.4% shares | Q3 2026 |
| Legacy Private Trust Co.Bank & trust | 0.6% | $11.7M | 549,620 | -1.1% shares | Q3 2026 |
| Shelton Wealth Management, LLCWealth manager | 4.5% | $11.3M | 533,016 | +6.3% shares | Q3 2026 |
| Es4, LLCInvestment manager | 5.6% | $10.6M | 457,923 | New | Q2 2026 |
| Waycross Investment Management CoWealth manager | 7.8% | $9.7M | 456,903 | +3.1% shares | Q3 2026 |
| Heartwood Wealth Advisors LLCWealth manager | 0.8% | $9.7M | 456,166 | +2.2% shares | Q3 2026 |
| Eight 31 Financial, LLCWealth manager | 5.6% | $9.5M | 436,563 | +2.7% shares | Q2 2026 |
| Wealth Enhancement Trust Services, Inc.Wealth manager | 0.8% | $7.9M | 370,000 | — | Q3 2026 |
| Spreng Capital Management, Inc.Wealth manager | 2.5% | $7.0M | 322,517 | -0.2% shares | Q2 2026 |
| Foronjy Financial LLCWealth manager | 2.4% | $6.8M | 321,987 | +2.0% shares | Q3 2026 |
| Fagan Associates, Inc.Wealth manager | 0.8% | $6.7M | 314,158 | +6.8% shares | Q3 2026 |
| Rebalance, LLCWealth manager | 0.3% | $5.9M | 276,465 | +2.2% shares | Q3 2026 |
| Stockman Wealth Management, Inc.Institutional asset manager | 0.6% | $5.6M | 265,845 | +3.9% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 0.3% | $5.4M | 247,828 | +13.4% shares | Q2 2026 |
| Accretive Wealth Partners, LLCWealth manager | 1.1% | $4.4M | 201,935 | +22.3% shares | Q2 2026 |
| Portland Global Advisors LLCWealth manager | 0.4% | $3.9M | 178,937 | — | Q2 2026 |
| Northstar Group, Inc.Wealth manager | 0.5% | $3.7M | 170,987 | +25.9% shares | Q2 2026 |
| Hughes Financial Services, LLCWealth manager | 0.3% | $2.2M | 102,834 | +3.3% shares | Q2 2026 |
| Summitpoint Capital ManagementWealth manager | 1.6% | $1.5M | 67,080 | -16.4% shares | Q2 2026 |
| Reliant Wealth PlanningWealth manager | 0.4% | $1.3M | 61,315 | +1.5% shares | Q2 2026 |
| Jim Saulnier & Associates, LLCWealth manager | 0.5% | $1.3M | 60,840 | +3.7% shares | Q2 2026 |
The 30 largest of 40 positions, by value. Each manager counts with its latest 13F (Q3 2026: 25, Q2 2026: 15). Screen IBTJ in the grand portfolio →
IBTJ stock trades by members of Congress
No member of Congress has disclosed a trade in IBTJ.
IBTJ questions and answers
Are insiders buying IBTJ stock?
No open-market insider purchases or sales of IBTJ were filed in the last 90 days.
Which hedge funds own IBTJ?
40 13F filers hold IBTJ among their 50 largest positions, worth $355.8M combined. The biggest bets by portfolio weight are Waycross Investment Management Co (7.8%), Eight 31 Financial, LLC (5.6%) and Es4, LLC (5.6%). In their latest 13Fs, 2 managers opened a new position and 9 added to one.
Has Congress traded IBTJ?
No member of Congress has disclosed a trade in IBTJ.
Who is the largest holder of IBTJ?
Among 13F filers, Asset Advisors Investment Management, LLC reports the largest IBTJ position, $36.3M (1,709,106 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Waycross Investment Management Co's: 7.8% of its portfolio.
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