HWA
IBTJ icon

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
Q3 		$9.68M Buy
456,166
+9,912
+2% +$213K 0.76% 28
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

AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Heartwood Wealth Advisors's IBTJ Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 2.2% in Q3 2026, buying an estimated $213K and bringing the position to 456,166 shares worth $9.68M. The position accounts for 0.76% of the portfolio, ranked #28.

Heartwood Wealth Advisors first reported a position in IBTJ in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Heartwood Wealth Advisors held 456,166 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $9.68M as of Q3 2026.
  • Heartwood Wealth Advisors bought 9,912 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $213K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.76% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • Heartwood Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.