Wealth Enhancement Advisory Services
IBTJ icon

Wealth Enhancement Advisory Services’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Wealth Enhancement Advisory Services’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
-18,535
Closed -$404K – 3432
2025
Q1 		$404K Sell
18,535
-18,390
-50% -$395K ﹤0.01% 2200
2024
Q4 		$787K Sell
36,925
-43,928
-54% -$947K ﹤0.01% 1684
2024
Q3 		$1.79M Buy
80,853
+71,486
+763% +$1.56M ﹤0.01% 1112
2024
Q2 		$200K Buy
+9,367
New +$199K ﹤0.01% 2302

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Envestnet Asset Management
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UBS Group
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HCM
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AP
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Stifel Financial
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Bank of America
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JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's IBTJ Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q2 2025, closing a stake of 18,535 shares — an estimated $404K sold.

Wealth Enhancement Advisory Services first reported a position in IBTJ in Q2 2024 and held it in 4 quarters. The position peaked at $1.79M in Q3 2024. 162 funds tracked by Wall St. Rank hold IBTJ as of Q2 2025.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 18,535 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2025, an estimated $404K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.79M in Q3 2024.
  • 162 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.