IBTJ
Congressional Trades
| Politician | Stock | Type | Filed | Traded | |
|---|---|---|---|---|---|
Charles J. "Chuck" FleischmannHouse · R · TN |
IBTJIBTJ · ETF |
Sale $1,001 - $15,000 |
Mar 3, 2021 | Jan 21, 2021 | Filing ↗ |
Charles J. "Chuck" FleischmannHouse · R · TN |
IBTJIBTJ · ETF |
Purchase $1,001 - $15,000 |
May 28, 2020 | Apr 1, 2020 | Filing ↗ |
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing2
| Filer | Shares | Value | Change |
|---|---|---|---|
| Legacy Private Trust Co. | 549.6K | $11.7M | — |
| Heartwood Wealth Advisors LLC | 456.2K | $9.7M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| iShares iBonds 1-5 Year Treasury Ladder ETF iShares Trust | 1.9M | $41.9M | 19.98% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list IBTJ's shares (CUSIP 46436E825), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming IBTJ as the client.
Government Contracts
No federal contract awards found for IBTJ.
U.S. Patents
No USPTO patent applications found for IBTJ.
Annual Financials
No annual XBRL figures on record for IBTJ. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in IBTJ's price history.
Material Events (8-K)
No 8-K filings on record.
About IBTJ
No company profile on record.

