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 Q2	$218K	Sell	10,068 -91	-0.9%	-$1.98K	﹤0.01%	1444
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	–	1240
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 $1.89T 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

Apollon Wealth Management's IBTJ Position: Q2 2026 in Review

Apollon Wealth Management reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.9% in Q2 2026, selling an estimated $1.98K and leaving 10,068 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1444.

Apollon Wealth Management first reported a position in IBTJ in Q4 2023 and has held it in 10 quarters since. The position peaked at $363K in Q3 2024. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Apollon Wealth Management held 10,068 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $218K as of Q2 2026.
Apollon Wealth Management sold 91 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.98K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1444 holding.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Apollon Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $363K in Q3 2024.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.