Bip Wealth, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Bip Wealth, LLC

$2.64 Billion
Q4 2025

A detailed history of Bip Wealth, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Bip Wealth, LLC holds 184,474 shares of IBTJ stock, worth $4.05 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

184,474

Holding current value

$4.05 Million

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 21, 2026	BUY	$21.9 - $22.08 $4.04 Million - $4.07 Million	184,474 New	184,474 $4.05 Million

Others Institutions Holding IBTJ

# of Institutions

194

Shares Held

31.9M

Call Options Held

Put Options Held

True Private Wealth Advisors

1.95M
Shares

$42.9 Million
5.22% of portfolio
Brookstone Capital Management

1.73M
Shares

$37.9 Million
0.51% of portfolio
Wells Fargo & Company San Francisco, CA

1.49M
Shares

$32.7 Million
0.01% of portfolio
Mercer Global Advisors Inc Denver, CO

1.05M
Shares

$23 Million
0.04% of portfolio
Asset Advisors Investment Management, LLC

1.04M
Shares

$22.9 Million
2.08% of portfolio

View Full List

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

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