TRUE Private Wealth Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

TRUE Private Wealth Advisors’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	$36.2M	Sell	1,669,970 -152,308	-8%	-$3.31M	3.12%	7
2026 Q1	$39.8M	Sell	1,822,278 -112,531	-6%	-$2.47M	3.79%	3
2025 Q4	$42.5M	Sell	1,934,809 -19,950	-1%	-$438K	4.25%	4
2025 Q3	$42.9M	Buy	1,954,759 +14,688	+0.8%	+$321K	4.38%	4
2025 Q2	$42.5M	Buy	1,940,071 +431,583	+29%	+$9.39M	4.78%	4
2025 Q1	$32.8M	Buy	+1,508,488	New	+$32.4M	3.99%	7

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

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

UCFA

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

TRUE Private Wealth Advisors's IBTJ Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 8.4% in Q2 2026, selling an estimated $3.31M and leaving 1,669,970 shares worth $36.2M. The position accounts for 3.12% of the portfolio, ranked #7.

TRUE Private Wealth Advisors first reported a position in IBTJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.9M in Q3 2025. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

TRUE Private Wealth Advisors held 1,669,970 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $36.2M as of Q2 2026.
TRUE Private Wealth Advisors sold 152,308 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $3.31M.
iShares iBonds Dec 2029 Term Treasury ETF made up 3.12% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #7 holding.
TRUE Private Wealth Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2025 and has held it in 6 quarters since.
TRUE Private Wealth Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $42.9M in Q3 2025.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.