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

Wealth Management Strategies’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
Q1 		$11.9M Buy
542,615
+30,300
+6% +$665K 5.36% 6
2025
Q4 		$11.2M Buy
512,315
+39,384
+8% +$866K 5.18% 7
2025
Q3 		$10.4M Buy
+472,931
New +$10.3M 5.14% 7
2025
Q1 		$6.47M Buy
297,293
+269,448
+968% +$5.79M 4.33% 11
2024
Q4 		$5.94K Buy
+27,845
New +$600K 0.45% 18

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealth Management Strategies's IBTJ Position: Q1 2026 in Review

Wealth Management Strategies increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 5.9% in Q1 2026, buying an estimated $665K and bringing the position to 542,615 shares worth $11.9M. The position accounts for 5.36% of the portfolio, ranked #6.

Wealth Management Strategies first reported a position in IBTJ in Q4 2024 and has held it in 5 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Wealth Management Strategies held 542,615 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $11.9M as of Q1 2026.
  • Wealth Management Strategies bought 30,300 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $665K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 5.36% of Wealth Management Strategies's portfolio in Q1 2026, its #6 holding.
  • Wealth Management Strategies first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 5 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Wealth Management Strategies's 13F filing for Q1 2026, filed 11 May 2026.