Action Point Financial Planning’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Action Point Financial Planning’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 Q2	$84K	Buy	+3,882	New	+$84.2K	0.01%	656

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Action Point Financial Planning's IBTJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 3,882 shares worth $84K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings.

213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Action Point Financial Planning held 3,882 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $84K as of Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Action Point Financial Planning position in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #656 holding.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.