Signature Wealth Management Group’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Signature Wealth Management Group’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
2026 Q1	$364K	Hold	16,651	–	–	0.14%	108
2025 Q4	$365K	Hold	16,651	–	–	0.15%	89
2025 Q3	$366K	Sell	16,651 -6,139	-27%	-$134K	0.14%	93
2025 Q2	$500K	Sell	22,790 -1,118	-5%	-$24.3K	0.2%	86
2025 Q1	$520K	Buy	23,908 +4,537	+23%	+$97.5K	0.2%	90
2024 Q4	$413K	Buy	+19,371	New	+$417K	0.17%	90

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Signature Wealth Management Group's IBTJ Position: Q1 2026 in Review

Signature Wealth Management Group held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2026 at 16,651 shares worth $364K. The position accounts for 0.14% of the portfolio, ranked #108.

Signature Wealth Management Group first reported a position in IBTJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $520K in Q1 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Signature Wealth Management Group held 16,651 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $364K as of Q1 2026.
Signature Wealth Management Group left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.14% of Signature Wealth Management Group's portfolio in Q1 2026, its #108 holding.
Signature Wealth Management Group first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Signature Wealth Management Group's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $520K in Q1 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.