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Jaffetilchin Investment Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Jaffetilchin Investment 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
2026
Q1 		$268K Buy
12,286
+74
+0.6% +$1.62K 0.02% 388
2025
Q4 		$268K Buy
12,212
+148
+1% +$3.25K 0.02% 385
2025
Q3 		$265K Buy
12,064
+118
+1% +$2.58K 0.02% 384
2025
Q2 		$262K Buy
11,946
+117
+1% +$2.54K 0.02% 370
2025
Q1 		$258K Buy
+11,829
New +$254K 0.02% 353

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 $530B AUM 22.01% 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
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 $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jaffetilchin Investment Partners's IBTJ Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.61% in Q1 2026, buying an estimated $1.62K and bringing the position to 12,286 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #388.

Jaffetilchin Investment Partners first reported a position in IBTJ in Q1 2025 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Jaffetilchin Investment Partners held 12,286 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $268K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 74 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $1.62K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #388 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.