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

OneDigital Investment 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
2026 Q1	$364K	Hold	16,651	–	–	﹤0.01%	1089
2025 Q4	$365K	Buy	+16,651	New	+$366K	﹤0.01%	1106

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

OneDigital Investment Advisors's IBTJ Position: Q1 2026 in Review

OneDigital Investment Advisors held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 16,651 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

OneDigital Investment Advisors first reported a position in IBTJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $365K in Q4 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

OneDigital Investment Advisors held 16,651 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $364K as of Q1 2026.
OneDigital Investment Advisors left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1089 holding.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 2 quarters since.
OneDigital Investment Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $365K in Q4 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.