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

AllSquare 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
Q3 		$76.7K Buy
3,495
+2,565
+276% +$56.1K 0.04% 189
2025
Q2 		$20.4K Hold
930
– – 0.01% 318
2025
Q1 		$20.2K Buy
+930
New +$20K 0.01% 310

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AllSquare Wealth Management's IBTJ Position: Q3 2025 in Review

AllSquare Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 276% in Q3 2025, buying an estimated $56.1K and bringing the position to 3,495 shares worth $76.7K. The position accounts for 0.04% of the portfolio, ranked #189.

AllSquare Wealth Management first reported a position in IBTJ in Q1 2025 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • AllSquare Wealth Management held 3,495 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $76.7K as of Q3 2025.
  • AllSquare Wealth Management bought 2,565 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2025, an estimated $56.1K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of AllSquare Wealth Management's portfolio in Q3 2025, its #189 holding.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.