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

Trinity 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 Q2	$340K	Buy	15,722 +54	+0.3%	+$1.17K	0.11%	60
2026 Q1	$342K	Hold	15,668	–	–	0.13%	54
2025 Q4	$344K	Hold	15,668	–	–	0.13%	52
2025 Q3	$344K	Hold	15,668	–	–	0.13%	52
2025 Q2	$343K	Buy	15,668 +307	+2%	+$6.68K	0.14%	53
2025 Q1	$334K	Buy	15,361 +91	+0.6%	+$1.96K	0.15%	46
2024 Q4	$326K	Buy	+15,270	New	+$329K	0.15%	47

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

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

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

BCM

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

TPWA

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

AAIM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Trinity Wealth Management's IBTJ Position: Q2 2026 in Review

Trinity Wealth Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.34% in Q2 2026, buying an estimated $1.17K and bringing the position to 15,722 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #60.

Trinity Wealth Management first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $344K in Q3 2025. 214 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Trinity Wealth Management held 15,722 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $340K as of Q2 2026.
Trinity Wealth Management bought 54 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $1.17K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.11% of Trinity Wealth Management's portfolio in Q2 2026, its #60 holding.
Trinity Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Trinity Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $344K in Q3 2025.
214 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.