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

Heartwood Wealth 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 		$9.66M Buy
446,254
+7,256
+2% +$157K 0.75% 30
2026
Q1 		$9.59M Buy
+438,998
New +$9.63M 0.84% 30

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Heartwood Wealth Advisors's IBTJ Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.7% in Q2 2026, buying an estimated $157K and bringing the position to 446,254 shares worth $9.66M. The position accounts for 0.75% of the portfolio, ranked #30.

Heartwood Wealth Advisors first reported a position in IBTJ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Heartwood Wealth Advisors held 446,254 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $9.66M as of Q2 2026.
  • Heartwood Wealth Advisors bought 7,256 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $157K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.75% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #30 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.