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

IFP 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
Q1 		$1.56M Sell
71,631
-3,539
-5% -$77.6K 0.03% 535
2025
Q4 		$1.65M Buy
75,170
+11,323
+18% +$249K 0.04% 473
2025
Q3 		$1.4M Sell
63,847
-56,872
-47% -$1.24M 0.04% 491
2025
Q2 		$2.65M Sell
120,719
-6,686
-5% -$145K 0.08% 292
2025
Q1 		$2.77M Buy
127,405
+3,688
+3% +$79.2K 0.09% 278
2024
Q4 		$2.64M Buy
123,717
+9,234
+8% +$199K 0.09% 263
2024
Q3 		$2.53M Buy
114,483
+47,813
+72% +$1.04M 0.09% 248
2024
Q2 		$1.42M Buy
66,670
+34,528
+107% +$733K 0.06% 347
2024
Q1 		$691K Hold
32,142
– – 0.03% 513
2023
Q4 		$700K Buy
+32,142
New +$680K 0.03% 475

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 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 $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return