Flow Traders U.S.’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Flow Traders U.S.’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
2024 Q4	–	Sell	-13,225	Closed	-$292K	–	1136
2024 Q3	$292K	Sell	13,225 -13,720	-51%	-$300K	0.01%	694
2024 Q2	$576K	Buy	+26,945	New	+$572K	0.03%	507
2023 Q3	–	Sell	-19,448	Closed	-$421K	–	1042
2023 Q2	$421K	Sell	19,448 -71,059	-79%	-$1.56M	0.02%	548
2023 Q1	$2.01M	Buy	+90,507	New	+$1.98M	0.08%	185
2022 Q4	–	Sell	-27,701	Closed	-$597K	–	986
2022 Q3	$597K	Sell	27,701 -11,644	-30%	-$263K	0.03%	457
2022 Q2	$895K	Buy	39,345 +26,674	+211%	+$608K	0.05%	347
2022 Q1	$300K	Sell	12,671 -6,951	-35%	-$169K	0.01%	661
2021 Q4	$493K	Buy	19,622 +9,086	+86%	+$228K	0.03%	472
2021 Q3	$265K	Sell	10,536 -20,347	-66%	-$519K	0.01%	854
2021 Q2	$780K	Buy	+30,883	New	+$774K	0.04%	462
2021 Q1	–	Sell	-28,338	Closed	-$743K	–	872
2020 Q4	$743K	Buy	+28,338	New	+$745K	0.05%	308

Other funds holding IBTJ

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

WIM

Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Flow Traders U.S.'s IBTJ Position: Q4 2024 in Review

Flow Traders U.S. sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2024, closing a stake of 13,225 shares — an estimated $292K sold.

Flow Traders U.S. first reported a position in IBTJ in Q4 2020 and held it in 11 quarters. The position peaked at $2.01M in Q1 2023. 144 funds tracked by Wall St. Rank hold IBTJ as of Q4 2024.

Flow Traders U.S. reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Flow Traders U.S. sold 13,225 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2024, an estimated $292K.
Flow Traders U.S. first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2020 and held it in 11 quarters.
Flow Traders U.S.'s iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.01M in Q1 2023.
144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2024.

Based on Flow Traders U.S.'s 13F filing for Q4 2024, filed 14 Feb 2025.