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Precision Wealth Strategies’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-10,546
Closed -$231K – 189
2025
Q2 		$231K Buy
+10,546
New +$229K 0.08% 157

Other funds holding IBTJ

TPWA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Precision Wealth Strategies's IBTJ Position: Q3 2025 in Review

Precision Wealth Strategies sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q3 2025, closing a stake of 10,546 shares — an estimated $231K sold.

Precision Wealth Strategies first reported a position in IBTJ in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 178 funds tracked by Wall St. Rank hold IBTJ as of Q3 2025.

  • Precision Wealth Strategies reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
  • Precision Wealth Strategies sold 10,546 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2025, an estimated $231K.
  • Precision Wealth Strategies first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2025 and held it in 1 quarter.
  • Precision Wealth Strategies's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $231K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2025.

Based on Precision Wealth Strategies's 13F filing for Q3 2025, filed 16 Oct 2025.