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

Venturi 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
2025
Q1 		– Sell
-768
Closed -$16.4K – 1171
2024
Q4 		$16.4K Buy
+768
New +$16.6K ﹤0.01% 1303

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AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Venturi Wealth Management's IBTJ Position: Q1 2025 in Review

Venturi Wealth Management sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2025, closing a stake of 768 shares — an estimated $16.4K sold.

Venturi Wealth Management first reported a position in IBTJ in Q4 2024 and held it in 1 quarter. The position peaked at $16.4K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

  • Venturi Wealth Management reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 768 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2025, an estimated $16.4K.
  • Venturi Wealth Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $16.4K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.