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LifePlan Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

LifePlan Financial’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
2025
Q2 		– Sell
-113,263
Closed -$2.62M – 92
2025
Q1 		$2.62M Buy
+113,263
New +$2.43M 2.28% 7
2024
Q4 		– Sell
-107,736
Closed -$2.53M – 90
2024
Q3 		$2.53M Buy
+107,736
New +$2.35M 2.17% 8

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

LifePlan Financial's IBTJ Position: Q2 2025 in Review

LifePlan Financial sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 113,263 shares — an estimated $2.62M sold.

LifePlan Financial first reported a position in IBTJ in Q3 2024 and held it in 2 quarters. The position peaked at $2.62M in Q1 2025. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

  • LifePlan Financial reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • LifePlan Financial sold 113,263 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $2.62M.
  • LifePlan Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2024 and held it in 2 quarters.
  • LifePlan Financial's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $2.62M in Q1 2025.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on LifePlan Financial's 13F filing for Q2 2025, filed 9 Jul 2025.