PTC
IBTJ icon

Private Trust Company’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Private Trust Company’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
Q2 		– Sell
-5,151
Closed -$112K – 2520
2025
Q1 		$112K Buy
+5,151
New +$111K 0.01% 906

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Private Trust Company's IBTJ Position: Q2 2025 in Review

Private Trust Company sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 5,151 shares — an estimated $112K sold.

Private Trust Company first reported a position in IBTJ in Q1 2025 and held it in 1 quarter. The position peaked at $112K in Q1 2025. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

  • Private Trust Company reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Private Trust Company sold 5,151 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $112K.
  • Private Trust Company first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Private Trust Company's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $112K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on Private Trust Company's 13F filing for Q2 2025, filed 29 Jul 2025.