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

Focus Partners 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	$202K	Sell	9,352 -6,707	-42%	-$146K	﹤0.01%	2503
2026 Q1	$351K	Sell	16,059 -3,489	-18%	-$76.5K	﹤0.01%	2105
2025 Q4	$429K	Buy	19,548 +1,525	+8%	+$33.5K	﹤0.01%	2018
2025 Q3	$396K	Buy	18,023 +176	+1%	+$3.85K	﹤0.01%	1710
2025 Q2	$391K	Buy	+17,847	New	+$388K	﹤0.01%	1557

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

Focus Partners Wealth's IBTJ Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 42% in Q2 2026, selling an estimated $146K and leaving 9,352 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

Focus Partners Wealth first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $429K in Q4 2025. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Focus Partners Wealth held 9,352 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $202K as of Q2 2026.
Focus Partners Wealth sold 6,707 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $146K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2503 holding.
Focus Partners Wealth first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
Focus Partners Wealth's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $429K in Q4 2025.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.