1858 Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

1858 Wealth Management’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
2025 Q2	–	Sell	-133,257	Closed	-$2.9M	–	125
2025 Q1	$2.9M	Buy	133,257 +1,969	+1%	+$42.3K	2.46%	11
2024 Q4	$2.8M	Buy	131,288 +2,392	+2%	+$51.6K	2.22%	14
2024 Q3	$2.85M	Buy	128,896 +1,533	+1%	+$33.5K	2.34%	11
2024 Q2	$2.72M	Sell	127,363 -1,072	-0.8%	-$22.7K	2.26%	12
2024 Q1	$2.8M	Hold	128,435	–	–	2.65%	7
2023 Q4	$2.8M	Buy	+128,435	New	+$2.72M	2.65%	7

Other funds holding IBTJ

TPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

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

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

1858 Wealth Management's IBTJ Position: Q2 2025 in Review

1858 Wealth Management sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 133,257 shares — an estimated $2.9M sold.

1858 Wealth Management first reported a position in IBTJ in Q4 2023 and held it in 6 quarters. The position peaked at $2.9M in Q1 2025. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

1858 Wealth Management reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
1858 Wealth Management sold 133,257 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $2.9M.
1858 Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
1858 Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.9M in Q1 2025.
162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on 1858 Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.