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Sowell Financial Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Sowell Financial Services’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
Q4 		– Sell
-14,817
Closed -$328K – 548
2024
Q3 		$328K Sell
14,817
-4,434
-23% -$96.9K 0.02% 491
2024
Q2 		$411K Sell
19,251
-4,332
-18% -$91.9K 0.02% 457
2024
Q1 		$507K Sell
23,583
-2,255
-9% -$48.6K 0.02% 450
2023
Q4 		$563K Buy
+25,838
New +$547K 0.03% 416

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DP
Denver PWM Denver, Colorado $291M AUM 12.15% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return

Sowell Financial Services's IBTJ Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2024, closing a stake of 14,817 shares — an estimated $328K sold.

Sowell Financial Services first reported a position in IBTJ in Q4 2023 and held it in 4 quarters. The position peaked at $563K in Q4 2023. 144 funds tracked by Wall St. Rank hold IBTJ as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 14,817 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2024, an estimated $328K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $563K in Q4 2023.
  • 144 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.