Austin Private Wealth’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Austin Private Wealth’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 Q4	$450K	Sell	20,526 -867	-4%	-$19.1K	0.03%	190
2025 Q3	$470K	Sell	21,393 -2,622	-11%	-$57.4K	0.04%	187
2025 Q2	$526K	Sell	24,015 -618	-3%	-$13.4K	0.04%	174
2025 Q1	$536K	Buy	24,633 +11,768	+91%	+$253K	0.05%	155
2024 Q4	$274K	Buy	+12,865	New	+$277K	0.03%	228

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

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

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

TPWA

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

BCM

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Austin Private Wealth's IBTJ Position: Q4 2025 in Review

Austin Private Wealth reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 4.1% in Q4 2025, selling an estimated $19.1K and leaving 20,526 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #190.

Austin Private Wealth first reported a position in IBTJ in Q4 2024 and has held it in 5 quarters since. The position peaked at $536K in Q1 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Austin Private Wealth held 20,526 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $450K as of Q4 2025.
Austin Private Wealth sold 867 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $19.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of Austin Private Wealth's portfolio in Q4 2025, its #190 holding.
Austin Private Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
Austin Private Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $536K in Q1 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.