Straight Path Wealth Management
IBTJ icon

Straight Path Wealth Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Straight Path Wealth Management’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
Q3 		$636K Buy
29,965
+1,337
+5% +$28.7K 0.14% 70
2026
Q2 		$620K Sell
28,628
-1,027
-3% -$22.3K 0.14% 65
2026
Q1 		$648K Buy
29,655
+1,402
+5% +$30.7K 0.17% 58
2025
Q4 		$620K Buy
+28,253
New +$621K 0.17% 61

Other funds holding IBTJ

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Hengehold Capital Management
Hengehold Capital Management Cincinnati, Ohio $1.31B AUM 12.12% 1-Year Est. Return
Atwood & Palmer
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
Denver PWM
Denver PWM Denver, Colorado $301M AUM 10.76% 1-Year Est. Return
MKT Advisors
MKT Advisors Escondido, California $312M AUM 9.96% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Straight Path Wealth Management's IBTJ Position: Q3 2026 in Review

Straight Path Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 4.7% in Q3 2026, buying an estimated $28.7K and bringing the position to 29,965 shares worth $636K. The position accounts for 0.14% of the portfolio, ranked #70.

Straight Path Wealth Management first reported a position in IBTJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $648K in Q1 2026. 74 funds tracked by Wall St. Rank hold IBTJ as of Q3 2026.

  • Straight Path Wealth Management held 29,965 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $636K as of Q3 2026.
  • Straight Path Wealth Management bought 1,337 iShares iBonds Dec 2029 Term Treasury ETF shares in Q3 2026, an estimated $28.7K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.14% of Straight Path Wealth Management's portfolio in Q3 2026, its #70 holding.
  • Straight Path Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2025 and has held it in 4 quarters since.
  • Straight Path Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $648K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q3 2026.

Based on Straight Path Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.