FF Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

FF Advisors’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	-47,308	Closed	-$1.03M	–	125
2026 Q1	$1.03M	Sell	47,308 -34,880	-42%	-$765K	0.42%	49
2025 Q4	$1.8M	Buy	82,188 +3,042	+4%	+$66.9K	0.8%	30
2025 Q3	$1.74M	Buy	79,146 +7,477	+10%	+$164K	0.83%	29
2025 Q2	$1.57M	Buy	71,669 +3,008	+4%	+$65.4K	0.82%	29
2025 Q1	$1.5M	Buy	68,661 +3,890	+6%	+$83.6K	0.86%	28
2024 Q4	$1.39M	Sell	64,771 -7,057	-10%	-$152K	0.94%	33
2024 Q3	$1.56M	Buy	71,828 +5,853	+9%	+$128K	1%	32
2024 Q2	$1.41M	Sell	65,975 -586	-0.9%	-$12.4K	0.99%	29
2024 Q1	$1.43M	Buy	66,561 +20,886	+46%	+$450K	0.99%	31
2023 Q4	$995K	Buy	+45,675	New	+$966K	0.83%	33

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

FF Advisors's IBTJ Position: Q2 2026 in Review

FF Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026, closing a stake of 47,308 shares — an estimated $1.03M sold.

FF Advisors first reported a position in IBTJ in Q4 2023 and held it in 10 quarters. The position peaked at $1.8M in Q4 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

FF Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
FF Advisors sold 47,308 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.03M.
FF Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 10 quarters.
FF Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.8M in Q4 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.