LWA
IBTJ icon

Lowe Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Lowe Wealth 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
2025
Q3 		$95.9K Hold
4,369
– – 0.04% 101
2025
Q2 		$95.8K Sell
4,369
-1,078
-20% -$23.4K 0.04% 92
2025
Q1 		$119K Buy
+5,447
New +$117K 0.05% 80

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Lowe Wealth Advisors's IBTJ Position: Q3 2025 in Review

Lowe Wealth Advisors held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q3 2025 at 4,369 shares worth $95.9K. The position accounts for 0.04% of the portfolio, ranked #101.

Lowe Wealth Advisors first reported a position in IBTJ in Q1 2025 and has held it in 3 quarters since. The position peaked at $119K in Q1 2025. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • Lowe Wealth Advisors held 4,369 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $95.9K as of Q3 2025.
  • Lowe Wealth Advisors left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q3 2025.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Lowe Wealth Advisors's portfolio in Q3 2025, its #101 holding.
  • Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 3 quarters since.
  • Lowe Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $119K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.