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

Evexia 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 		$773K Buy
35,453
+5,163
+17% +$113K 0.21% 50
2025
Q4 		$665K Sell
30,290
-8,220
-21% -$181K 0.19% 54
2025
Q3 		$847K Buy
38,510
+1,898
+5% +$41.5K 0.25% 48
2025
Q2 		$797K Sell
36,612
-24,504
-40% -$533K 0.25% 49
2025
Q1 		$1.33M Buy
61,116
+1,248
+2% +$26.8K 0.48% 42
2024
Q4 		$1.28M Buy
+59,868
New +$1.29M 0.43% 43

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 $1.16B AUM 36.18% 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 $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evexia Wealth's IBTJ Position: Q1 2026 in Review

Evexia Wealth increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 17% in Q1 2026, buying an estimated $113K and bringing the position to 35,453 shares worth $773K. The position accounts for 0.21% of the portfolio, ranked #50.

Evexia Wealth first reported a position in IBTJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.33M in Q1 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Evexia Wealth held 35,453 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $773K as of Q1 2026.
  • Evexia Wealth bought 5,163 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $113K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.21% of Evexia Wealth's portfolio in Q1 2026, its #50 holding.
  • Evexia Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
  • Evexia Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.33M in Q1 2025.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Evexia Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.