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

Mutual 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
2024
Q3 		– Sell
-17,560
Closed -$380K – 1133
2024
Q2 		$380K Sell
17,560
-6,793
-28% -$144K 0.01% 806
2024
Q1 		$524K Sell
24,353
-2,249
-8% -$48.5K 0.02% 682
2023
Q4 		$579K Buy
+26,602
New +$563K 0.02% 617

Other funds holding IBTJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors's IBTJ Position: Q3 2024 in Review

Mutual Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2024, closing a stake of 17,560 shares — an estimated $380K sold.

Mutual Advisors first reported a position in IBTJ in Q4 2023 and held it in 3 quarters. The position peaked at $579K in Q4 2023. 126 funds tracked by Wall St. Rank hold IBTJ as of Q3 2024.

  • Mutual Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Mutual Advisors sold 17,560 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2024, an estimated $380K.
  • Mutual Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Mutual Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $579K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2024.

Based on Mutual Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.