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

Modern 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 		$525K Buy
+24,234
New +$526K 0.01% 705

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Modern Wealth Management opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2026: 24,234 shares worth $525K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings.

213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Modern Wealth Management held 24,234 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $525K as of Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF was a new Modern Wealth Management position in Q2 2026.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #705 holding.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.