&Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

&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	–	Sell	-35,716	Closed	-$784K	–	2321
2025 Q3	$784K	Buy	+35,716	New	+$782K	0.01%	1204

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

&Partners's IBTJ Position: Q4 2025 in Review

&Partners sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 35,716 shares — an estimated $784K sold.

&Partners first reported a position in IBTJ in Q3 2025 and held it in 1 quarter. The position peaked at $784K in Q3 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

&Partners reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
&Partners sold 35,716 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $784K.
&Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
&Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $784K in Q3 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on &Partners's 13F filing for Q4 2025, filed 17 Feb 2026.