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

Clearstead Trust’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	$11.7K	Buy	+552	New	+$11.9K	﹤0.01%	628

Other funds holding IBTJ

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Clearstead Trust's IBTJ Position: Q3 2026 in Review

Clearstead Trust opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2026: 552 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #628 among its holdings.

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

Clearstead Trust held 552 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $11.7K as of Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF was a new Clearstead Trust position in Q3 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q3 2026, its #628 holding.
199 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

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