Journey Advisory Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Journey Advisory Group’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	$17.5M	Buy	808,737 +11,004	+1%	+$239K	1.34%	22
2026 Q1	$17.4M	Buy	797,733 +24,732	+3%	+$542K	1.49%	19
2025 Q4	$17M	Buy	773,001 +27,488	+4%	+$604K	1.43%	18
2025 Q3	$16.4M	Buy	745,513 +28,723	+4%	+$629K	1.21%	20
2025 Q2	$15.7M	Buy	716,790 +11,834	+2%	+$257K	1.22%	21
2025 Q1	$15.3M	Buy	704,956 +189,752	+37%	+$4.08M	1.26%	18
2024 Q4	$11M	Hold	515,204	–	–	1.32%	22
2024 Q3	$11M	Hold	515,204	–	–	1.32%	22
2024 Q2	$11M	Buy	515,204 +31,758	+7%	+$674K	1.32%	22
2024 Q1	$10.4M	Buy	+483,446	New	+$10.4M	1.28%	21

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

Journey Advisory Group's IBTJ Position: Q2 2026 in Review

Journey Advisory Group increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.4% in Q2 2026, buying an estimated $239K and bringing the position to 808,737 shares worth $17.5M. The position accounts for 1.34% of the portfolio, ranked #22.

Journey Advisory Group first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Journey Advisory Group held 808,737 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $17.5M as of Q2 2026.
Journey Advisory Group bought 11,004 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $239K.
iShares iBonds Dec 2029 Term Treasury ETF made up 1.34% of Journey Advisory Group's portfolio in Q2 2026, its #22 holding.
Journey Advisory Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.