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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$529K Sell
24,153
-555
-2% -$12.2K 0.6% 52
2025
Q1 		$538K Buy
24,708
+2,336
+10% +$50.9K 0.61% 54
2024
Q4 		$477K Buy
+22,372
New +$477K 0.5% 54