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DecisionMap Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

DecisionMap Wealth Management’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 		$440K Buy
20,302
+4,475
+28% +$97.1K 0.25% 87
2026
Q1 		$346K Hold
15,827
– – 0.22% 92
2025
Q4 		$347K Buy
15,827
+188
+1% +$4.13K 0.21% 90
2025
Q3 		$343K Hold
15,639
– – 0.22% 90
2025
Q2 		$343K Buy
15,639
+2,721
+21% +$59.2K 0.24% 90
2025
Q1 		$281K Hold
12,918
– – 0.21% 98
2024
Q4 		$275K Buy
+12,918
New +$278K 0.22% 94

Other funds holding IBTJ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
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
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $255M AUM 34.47% 1-Year Est. Return

DecisionMap Wealth Management's IBTJ Position: Q2 2026 in Review

DecisionMap Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 28% in Q2 2026, buying an estimated $97.1K and bringing the position to 20,302 shares worth $440K. The position accounts for 0.25% of the portfolio, ranked #87.

DecisionMap Wealth Management first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • DecisionMap Wealth Management held 20,302 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $440K as of Q2 2026.
  • DecisionMap Wealth Management bought 4,475 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $97.1K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.25% of DecisionMap Wealth Management's portfolio in Q2 2026, its #87 holding.
  • DecisionMap Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on DecisionMap Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.