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 Q2	$314K	Buy	14,521 +137	+1%	+$2.97K	0.12%	162
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Element Wealth's IBTJ Position: Q2 2026 in Review

Element Wealth increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.95% in Q2 2026, buying an estimated $2.97K and bringing the position to 14,521 shares worth $314K. The position accounts for 0.12% of the portfolio, ranked #162.

Element Wealth first reported a position in IBTJ in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Element Wealth held 14,521 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $314K as of Q2 2026.
Element Wealth bought 137 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $2.97K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.12% of Element Wealth's portfolio in Q2 2026, its #162 holding.
Element Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.