AWE
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Avidian Wealth Enterprises’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-9,862
Closed -$214K – 780
2026
Q2 		$214K Buy
+9,862
New +$214K 0.01% 684

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
MFG
Mendota Financial Group Madison, Wisconsin $161M AUM 7.98% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Avidian Wealth Enterprises's IBTJ Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026, closing a stake of 9,862 shares — an estimated $214K sold.

Avidian Wealth Enterprises first reported a position in IBTJ in Q2 2026 and held it in 1 quarter. The position peaked at $214K in Q2 2026. 15 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,862 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $214K.
  • Avidian Wealth Enterprises first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2026 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $214K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.