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

Forefront Wealth Partners’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
2025 Q4	–	Sell	-16,162	Closed	-$355K	–	166
2025 Q3	$355K	Buy	+16,162	New	+$354K	0.09%	147
2025 Q2	–	Sell	-59,831	Closed	-$1.3M	–	112
2025 Q1	$1.3M	Buy	+59,831	New	+$1.29M	0.89%	29

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

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

Forefront Wealth Partners's IBTJ Position: Q4 2025 in Review

Forefront Wealth Partners sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 16,162 shares — an estimated $355K sold.

Forefront Wealth Partners first reported a position in IBTJ in Q1 2025 and held it in 2 quarters. The position peaked at $1.3M in Q1 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Forefront Wealth Partners reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Forefront Wealth Partners sold 16,162 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $355K.
Forefront Wealth Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 2 quarters.
Forefront Wealth Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.3M in Q1 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Forefront Wealth Partners's 13F filing for Q4 2025, filed 6 Feb 2026.