Wealthspire Advisors (New York)’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Wealthspire Advisors (New York)’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 Q4	–	Sell	-469	Closed	-$10.3K	–	1895
2025 Q3	$10.3K	Buy	+469	New	+$10.3K	﹤0.01%	2001

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UCFA

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

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s IBTJ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q4 2025, closing a stake of 469 shares — an estimated $10.3K sold.

Wealthspire Advisors (New York) first reported a position in IBTJ in Q3 2025 and held it in 1 quarter. The position peaked at $10.3K in Q3 2025. 202 funds tracked by Wall St. Rank hold IBTJ as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 469 iShares iBonds Dec 2029 Term Treasury ETF shares in Q4 2025, an estimated $10.3K.
Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s iShares iBonds Dec 2029 Term Treasury ETF position peaked at $10.3K in Q3 2025.
202 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.