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

Element Wealth’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
Q1 		$314K Buy
14,384
+2,474
+21% +$54.3K 0.13% 157
2025
Q4 		$261K Buy
11,910
+34
+0.3% +$747 0.11% 168
2025
Q3 		$261K Hold
11,876
– – 0.11% 158
2025
Q2 		$260K Buy
11,876
+2,307
+24% +$50.2K 0.12% 148
2025
Q1 		$208K Hold
9,569
– – 0.11% 153
2024
Q4 		$204K Buy
9,569
+2,455
+35% +$52.9K 0.11% 147
2024
Q3 		$157K Buy
+7,114
New +$155K 0.08% 161

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Element Wealth's IBTJ Position: Q1 2026 in Review

Element Wealth increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 21% in Q1 2026, buying an estimated $54.3K and bringing the position to 14,384 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #157.

Element Wealth first reported a position in IBTJ in Q3 2024 and has held it in 7 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Element Wealth held 14,384 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $314K as of Q1 2026.
  • Element Wealth bought 2,474 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $54.3K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.13% of Element Wealth's portfolio in Q1 2026, its #157 holding.
  • Element Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 7 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.