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 Q2	–	Sell	-35,453	Closed	-$773K	–	80
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 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

Evexia Wealth's IBTJ Position: Q2 2026 in Review

Evexia Wealth sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 35,453 shares — an estimated $773K sold.

Evexia Wealth first reported a position in IBTJ in Q4 2024 and held it in 6 quarters. The position peaked at $1.33M in Q1 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Evexia Wealth reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Evexia Wealth sold 35,453 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $773K.
Evexia Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and held it in 6 quarters.
Evexia Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.33M in Q1 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Evexia Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.