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 Q2	$1.44M	Sell	66,483 -5,148	-7%	-$112K	0.03%	601
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 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 22.96% 1-Year Est. Return

IFP Advisors's IBTJ Position: Q2 2026 in Review

IFP Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 7.2% in Q2 2026, selling an estimated $112K and leaving 66,483 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #601.

IFP Advisors first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.77M in Q1 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

IFP Advisors held 66,483 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.44M as of Q2 2026.
IFP Advisors sold 5,148 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $112K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #601 holding.
IFP Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
IFP Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.77M in Q1 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.