Jacobi Capital Management LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Jacobi Capital Management LLC

  • $1.59 Billion
  • Q3 2025

A detailed history of Jacobi Capital Management LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Jacobi Capital Management LLC holds 18,313 shares of IBTJ stock, worth $401,604. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,313
Previous 18,200 0.62%
Holding current value
$401,604
Previous $398,000 1.01%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$21.68 - $22.04 $2,449 - $2,490
113 Added 0.62%
18,313 $402,000
Q2 2025

Aug 12, 2025
BUY
$21.57 - $21.99 $23,942 - $24,408
1,110 Added 6.5%
18,200 $398,000
Q1 2025

May 27, 2025
BUY
$21.16 - $21.77 $275 - $283
13 Added 0.08%
17,090 $372,000
Q4 2024

Feb 05, 2025
BUY
$21.25 - $22.07 $87,826 - $91,215
4,133 Added 31.93%
17,077 $364,000
Q3 2024

Nov 14, 2024
BUY
$21.22 - $22.22 $274,671 - $287,615
12,944 New
12,944 $286,000

Others Institutions Holding IBTJ

# of Institutions
185
Shares Held
28.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
  • Ticker IBTJ
  • Sector ETFs
  • Industry ETFs
More about IBTJ
Track This Portfolio

Track Jacobi Capital Management LLC Portfolio

Follow Jacobi Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jacobi Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jacobi Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email