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

BCS 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
2025 Q2	–	Sell	-9,991	Closed	-$218K	–	276
2025 Q1	$218K	Hold	9,991	–	–	0.06%	232
2024 Q4	$213K	Hold	9,991	–	–	0.05%	243
2024 Q3	$221K	Hold	9,991	–	–	0.09%	154
2024 Q2	$214K	Hold	9,991	–	–	0.1%	149
2024 Q1	$215K	Hold	9,991	–	–	0.07%	225
2023 Q4	$218K	Buy	+9,991	New	+$211K	0.08%	209

Other funds holding IBTJ

TPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

HCM

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

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

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

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

JAG

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

BCS Wealth Management's IBTJ Position: Q2 2025 in Review

BCS Wealth Management sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 9,991 shares — an estimated $218K sold.

BCS Wealth Management first reported a position in IBTJ in Q4 2023 and held it in 6 quarters. The position peaked at $221K in Q3 2024. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

BCS Wealth Management reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
BCS Wealth Management sold 9,991 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $218K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 6 quarters.
BCS Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $221K in Q3 2024.
162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on BCS Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.