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

Journey Advisory Group, LLC

$1.25 Billion
Q2 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 716,790 shares of IBTJ stock, worth $15.7 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

716,790

Previous 704,956 1.68%

Holding current value

$15.7 Million

Previous $15.3 Million 2.38%

% of portfolio

1.26%

Previous 1.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

167

Shares Held

25.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TRE

Ticker IBTJ
Sector ETFs
Industry ETFs

More about IBTJ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Advisory Group, LLC with notifications on news.

Account

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