PWA
IBTJ icon

Provenance Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Provenance Wealth 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
2024
Q2 		– Sell
-436
Closed -$9.95K – 531
2024
Q1 		$9.95K Buy
+436
New +$9.4K ﹤0.01% 323

Other funds holding IBTJ

AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Provenance Wealth Advisors's IBTJ Position: Q2 2024 in Review

Provenance Wealth Advisors sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2024, closing a stake of 436 shares — an estimated $9.95K sold.

Provenance Wealth Advisors first reported a position in IBTJ in Q1 2024 and held it in 1 quarter. The position peaked at $9.95K in Q1 2024. 107 funds tracked by Wall St. Rank hold IBTJ as of Q2 2024.

  • Provenance Wealth Advisors reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 436 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2024, an estimated $9.95K.
  • Provenance Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Provenance Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $9.95K in Q1 2024.
  • 107 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2024.

Based on Provenance Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2025.