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Spectrum Wealth Counsel’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$115K Hold
5,266
– – 0.01% 145
2024
Q4 		$112K Buy
5,266
+2,973
+130% +$64.1K 0.01% 145
2024
Q3 		$50.7K Hold
2,293
– – 0.01% 171
2024
Q2 		$49K Buy
+2,293
New +$48.7K 0.01% 201

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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spectrum Wealth Counsel's IBTJ Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) position steady in Q1 2025 at 5,266 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #145.

Spectrum Wealth Counsel first reported a position in IBTJ in Q2 2024 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

  • Spectrum Wealth Counsel held 5,266 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $115K as of Q1 2025.
  • Spectrum Wealth Counsel left its iShares iBonds Dec 2029 Term Treasury ETF share count unchanged in Q1 2025.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #145 holding.
  • Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.