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Whittier Trust’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Whittier Trust’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
-178
Closed -$3.79K – 1534
2024
Q4 		$3.79K Buy
+178
New +$3.84K ﹤0.01% 1405

Other funds holding IBTJ

TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

Whittier Trust's IBTJ Position: Q1 2025 in Review

Whittier Trust sold out of iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) in Q1 2025, closing a stake of 178 shares — an estimated $3.79K sold.

Whittier Trust first reported a position in IBTJ in Q4 2024 and held it in 1 quarter. The position peaked at $3.79K in Q4 2024. 165 funds tracked by Wall St. Rank hold IBTJ as of Q1 2025.

  • Whittier Trust reported no remaining iShares iBonds Dec 2029 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Whittier Trust sold 178 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2025, an estimated $3.79K.
  • Whittier Trust first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Whittier Trust's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $3.79K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2025.

Based on Whittier Trust's 13F filing for Q1 2025, filed 2 May 2025.