Blake Schutter Theil Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Blake Schutter Theil Wealth 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 Q3	$582K	Hold	27,441	–	–	0.4%	59
2026 Q2	$594K	Hold	27,441	–	–	0.4%	58
2026 Q1	$599K	Sell	27,441 -137	-0.5%	-$3K	0.49%	55
2025 Q4	$605K	Buy	27,578 +3,425	+14%	+$75.3K	0.5%	50
2025 Q3	$530K	Hold	24,153	–	–	0.52%	54
2025 Q2	$529K	Sell	24,153 -555	-2%	-$12.1K	0.6%	52
2025 Q1	$538K	Buy	24,708 +2,336	+10%	+$50.2K	0.61%	54
2024 Q4	$477K	Buy	+22,372	New	+$482K	0.5%	54

Other funds holding IBTJ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IBTJ Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2026 at 27,441 shares worth $582K. The position accounts for 0.4% of the portfolio, ranked #59.

Blake Schutter Theil Wealth Advisors first reported a position in IBTJ in Q4 2024 and has held it in 8 quarters since. The position peaked at $605K in Q4 2025. 192 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 27,441 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $582K as of Q3 2026.
Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.4% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #59 holding.
Blake Schutter Theil Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $605K in Q4 2025.
192 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.