Liberty Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Liberty Wealth Management’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	$283K	Hold	12,945	–	–	0.04%	212
2026 Q1	$283K	Buy	12,945 +66	+0.5%	+$1.45K	0.04%	212
2025 Q4	$283K	Buy	12,879 +131	+1%	+$2.88K	0.04%	200
2025 Q3	$280K	Buy	12,748 +104	+0.8%	+$2.28K	0.04%	189
2025 Q2	$277K	Buy	+12,644	New	+$275K	0.04%	177

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

Liberty Wealth Management's IBTJ Position: Q2 2026 in Review

Liberty Wealth Management held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q2 2026 at 12,945 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #212.

Liberty Wealth Management first reported a position in IBTJ in Q2 2025 and has held it in 5 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Liberty Wealth Management held 12,945 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $283K as of Q2 2026.
Liberty Wealth Management left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q2 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Liberty Wealth Management's portfolio in Q2 2026, its #212 holding.
Liberty Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and has held it in 5 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.