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SWMG LLC’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

SWMG LLC’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
Q2 		– Sell
-26,567
Closed -$580K – 128
2025
Q1 		$580K Buy
+26,567
New +$571K 0.23% 69

Other funds holding IBTJ

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

SWMG LLC's IBTJ Position: Q2 2025 in Review

SWMG LLC sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 26,567 shares — an estimated $580K sold.

SWMG LLC first reported a position in IBTJ in Q1 2025 and held it in 1 quarter. The position peaked at $580K in Q1 2025. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

  • SWMG LLC reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • SWMG LLC sold 26,567 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $580K.
  • SWMG LLC first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and held it in 1 quarter.
  • SWMG LLC's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $580K in Q1 2025.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on SWMG LLC's 13F filing for Q2 2025, filed 29 Jul 2025.