O'Brien Wealth Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

O'Brien Wealth Partners’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 Q4	$253K	Buy	+11,541	New	+$254K	0.03%	74

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Brien Wealth Partners's IBTJ Position: Q4 2025 in Review

O'Brien Wealth Partners opened a new position in iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025: 11,541 shares worth $253K. The stake represents 0.03% of the portfolio and ranks #74 among its holdings.

202 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

O'Brien Wealth Partners held 11,541 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $253K as of Q4 2025.
iShares iBonds Dec 2029 Term Treasury ETF was a new O'Brien Wealth Partners position in Q4 2025.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.03% of O'Brien Wealth Partners's portfolio in Q4 2025, its #74 holding.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on O'Brien Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.