Altus Wealth Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-66,063	Closed	-$1.41M	–	143
2024 Q4	$1.41M	Sell	66,063 -2,383	-3%	-$51.4K	0.62%	39
2024 Q3	$1.51M	Sell	68,446 -14,014	-17%	-$306K	0.65%	40
2024 Q2	$1.76M	Sell	82,460 -27,927	-25%	-$593K	0.88%	30
2024 Q1	$2.37M	Sell	110,387 -8,027	-7%	-$173K	1.19%	20
2023 Q4	$2.58M	Buy	118,414 +4,604	+4%	+$97.4K	1.43%	16
2023 Q3	$2.39M	Sell	113,810 -480	-0.4%	-$10.2K	1.52%	15
2023 Q2	$2.47M	Buy	114,290 +2,577	+2%	+$56.7K	1.52%	16
2023 Q1	$2.48M	Buy	+111,713	New	+$2.45M	1.67%	16

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

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

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

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

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

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

HCM

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

JAG

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

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

Altus Wealth Group's IBTJ Position: Q1 2025 in Review

Altus Wealth Group sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2025, closing a stake of 66,063 shares — an estimated $1.41M sold.

Altus Wealth Group first reported a position in IBTJ in Q1 2023 and held it in 8 quarters. The position peaked at $2.58M in Q4 2023. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

Altus Wealth Group reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Altus Wealth Group sold 66,063 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2025, an estimated $1.41M.
Altus Wealth Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Altus Wealth Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.58M in Q4 2023.
165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.