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Beacon Pointe Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Beacon Pointe Advisors’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 		$369K Buy
16,909
+7,450
+79% +$163K ﹤0.01% 1430
2025
Q4 		$208K Buy
+9,459
New +$208K ﹤0.01% 1417

Other funds holding IBTJ

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FAC
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
AAIM
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

Beacon Pointe Advisors's IBTJ Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 79% in Q1 2026, buying an estimated $163K and bringing the position to 16,909 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Beacon Pointe Advisors first reported a position in IBTJ in Q4 2025 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Beacon Pointe Advisors held 16,909 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $369K as of Q1 2026.
  • Beacon Pointe Advisors bought 7,450 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $163K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1430 holding.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.