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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
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

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's IBTJ Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 27,441 shares worth $594K. The position accounts for 0.4% of the portfolio, ranked #58.

Blake Schutter Theil Wealth Advisors first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $605K in Q4 2025. 101 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Blake Schutter Theil Wealth Advisors held 27,441 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $594K as of Q2 2026.
  • Blake Schutter Theil Wealth Advisors left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.4% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #58 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 7 quarters since.
  • Blake Schutter Theil Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $605K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.