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

Evergreen Private 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
2025
Q1 		– Sell
-1,168
Closed -$24.9K – 196
2024
Q4 		$24.9K Hold
1,168
– – 0.01% 138
2024
Q3 		$25.8K Hold
1,168
– – 0.01% 138
2024
Q2 		$25K Hold
1,168
– – 0.01% 136
2024
Q1 		$25.1K Hold
1,168
– – 0.01% 143
2023
Q4 		$25.4K Buy
+1,168
New +$24.7K 0.01% 135

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evergreen Private Wealth's IBTJ Position: Q1 2025 in Review

Evergreen Private Wealth sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2025, closing a stake of 1,168 shares — an estimated $24.9K sold.

Evergreen Private Wealth first reported a position in IBTJ in Q4 2023 and held it in 5 quarters. The position peaked at $25.8K in Q3 2024. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

  • Evergreen Private Wealth reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 1,168 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2025, an estimated $24.9K.
  • Evergreen Private Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Evergreen Private Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $25.8K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

Based on Evergreen Private Wealth's 13F filing for Q1 2025, filed 2 May 2025.