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

Financial Engines 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	$3.87M	Sell	178,850 -5,882	-3%	-$128K	0.01%	167
2026 Q1	$4.04M	Buy	184,732 +14,962	+9%	+$328K	0.01%	161
2025 Q4	$3.73M	Buy	169,770 +63,067	+59%	+$1.39M	0.01%	173
2025 Q3	$2.34M	Buy	106,703 +9,975	+10%	+$218K	﹤0.01%	211
2025 Q2	$2.12M	Buy	96,728 +6,150	+7%	+$134K	﹤0.01%	212
2025 Q1	$1.97M	Buy	90,578 +12,368	+16%	+$266K	﹤0.01%	193
2024 Q4	$1.67M	Buy	78,210 +31,932	+69%	+$688K	﹤0.01%	214
2024 Q3	$1.02M	Buy	46,278 +1,225	+3%	+$26.8K	﹤0.01%	233
2024 Q2	$963K	Buy	45,053 +68	+0.2%	+$1.44K	﹤0.01%	215
2024 Q1	$967K	Buy	44,985 +13,144	+41%	+$283K	﹤0.01%	202
2023 Q4	$693K	Buy	+31,841	New	+$674K	﹤0.01%	204

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 22.9% 1-Year Est. Return

Financial Engines Advisors's IBTJ Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 3.2% in Q2 2026, selling an estimated $128K and leaving 178,850 shares worth $3.87M. The position accounts for 0.01% of the portfolio, ranked #167.

Financial Engines Advisors first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.04M in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Financial Engines Advisors held 178,850 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $3.87M as of Q2 2026.
Financial Engines Advisors sold 5,882 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $128K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #167 holding.
Financial Engines Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Financial Engines Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $4.04M in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.