Wealth Enhancement Advisory Services
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-18,535
Closed -$404K – 3391
2025
Q1 		$404K Sell
18,535
-18,390
-50% -$400K ﹤0.01% 2185
2024
Q4 		$787K Sell
36,925
-43,928
-54% -$937K ﹤0.01% 1671
2024
Q3 		$1.79M Buy
80,853
+71,486
+763% +$1.58M ﹤0.01% 1110
2024
Q2 		$200K Buy
+9,367
New +$200K ﹤0.01% 2296