Prosperity Capital Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Prosperity Capital 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
2025 Q4	–	Sell	-11,502	Closed	-$253K	–	417
2025 Q3	$253K	Buy	11,502 +106	+0.9%	+$2.32K	0.01%	373
2025 Q2	$250K	Sell	11,396 -488	-4%	-$10.6K	0.02%	349
2025 Q1	$258K	Sell	11,884 -402	-3%	-$8.64K	0.02%	317
2024 Q4	$262K	Sell	12,286 -137	-1%	-$2.95K	0.02%	305
2024 Q3	$275K	Buy	12,423 +1,551	+14%	+$33.9K	0.02%	289
2024 Q2	$232K	Buy	+10,872	New	+$231K	0.03%	287

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

Prosperity Capital Advisors's IBTJ Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 11,502 shares — an estimated $253K sold.

Prosperity Capital Advisors first reported a position in IBTJ in Q2 2024 and held it in 6 quarters. The position peaked at $275K in Q3 2024. 202 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Prosperity Capital Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Prosperity Capital Advisors sold 11,502 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $253K.
Prosperity Capital Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and held it in 6 quarters.
Prosperity Capital Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $275K in Q3 2024.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.