Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Journey Advisory Group, LLC

$1.31 Billion
Q3 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Journey Advisory Group, LLC holds 745,513 shares of IBTJ stock, worth $16.3 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares

745,513

Previous 716,790 4.01%

Holding current value

$16.3 Million

Previous $15.7 Million 4.19%

% of portfolio

1.25%

Previous 1.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$21.68 - $22.04 $622,714 - $633,054	28,723 Added 4.01%	745,513 $16.4 Million
Q2 2025 Jul 30, 2025	BUY	$21.57 - $21.99 $255,259 - $260,229	11,834 Added 1.68%	716,790 $15.7 Million
Q1 2025 May 13, 2025	BUY	$21.16 - $21.77 $4.02 Million - $4.13 Million	189,752 Added 36.83%	704,956 $15.3 Million
Q2 2024 Aug 02, 2024	BUY	$21.0 - $21.44 $666,918 - $680,891	31,758 Added 6.57%	515,204 $11 Million
Q1 2024 May 09, 2024	BUY	$21.33 - $21.86 $10.3 Million - $10.6 Million	483,446 New	483,446 $10.4 Million

Others Institutions Holding IBTJ

# of Institutions

190

Shares Held

30.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
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Journey Advisory Group, LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History