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

Clearstead 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	$25.3K	Buy	+1,190	New	+$25.6K	﹤0.01%	1669

Other funds holding IBTJ

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

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

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Journey Advisory Group Covington, Kentucky $1.34B AUM 18.87% 1-Year Est. Return

Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return

Clearstead Advisors's IBTJ Position: Q3 2026 in Review

Clearstead Advisors opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026: 1,190 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1669 among its holdings.

131 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

Clearstead Advisors held 1,190 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $25.3K as of Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Clearstead Advisors position in Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #1669 holding.
131 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.