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

Apollon 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
2026 Q1	$222K	Buy	10,159 +30	+0.3%	+$658	﹤0.01%	1268
2025 Q4	$222K	Buy	10,129 +59	+0.6%	+$1.3K	﹤0.01%	1191
2025 Q3	$221K	Buy	10,070 +47	+0.5%	+$1.03K	﹤0.01%	1184
2025 Q2	$220K	Buy	10,023 +48	+0.5%	+$1.04K	﹤0.01%	1139
2025 Q1	$217K	Buy	+9,975	New	+$214K	﹤0.01%	1076
2024 Q4	–	Sell	-16,406	Closed	-$363K	–	1241
2024 Q3	$363K	Buy	16,406 +3,018	+23%	+$65.9K	0.01%	843
2024 Q2	$286K	Buy	13,388 +132	+1%	+$2.8K	0.01%	880
2024 Q1	$285K	Buy	13,256 +84	+0.6%	+$1.81K	0.01%	881
2023 Q4	$287K	Buy	+13,172	New	+$279K	0.01%	851

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

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

Raymond James Financial

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

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management

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