Strategic Blueprint’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Strategic Blueprint’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 Q4	–	Sell	-186,646	Closed	-$4.1M	–	708
2025 Q3	$4.1M	Buy	186,646 +148,992	+396%	+$3.26M	0.18%	131
2025 Q2	$825K	Buy	37,654 +21,753	+137%	+$473K	0.04%	340
2025 Q1	$346K	Buy	+15,901	New	+$342K	0.02%	503

Other funds holding IBTJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Blueprint's IBTJ Position: Q4 2025 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 186,646 shares — an estimated $4.1M sold.

Strategic Blueprint first reported a position in IBTJ in Q1 2025 and held it in 3 quarters. The position peaked at $4.1M in Q3 2025. 201 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Strategic Blueprint reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Strategic Blueprint sold 186,646 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $4.1M.
Strategic Blueprint first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 3 quarters.
Strategic Blueprint's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $4.1M in Q3 2025.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Strategic Blueprint's 13F filing for Q4 2025, filed 30 Jan 2026.