Advisory Services Network’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Advisory Services Network’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
2026 Q1	$278K	Sell	12,736 -192	-1%	-$4.21K	﹤0.01%	1626
2025 Q4	$284K	Buy	12,928 +11,836	+1,084%	+$260K	﹤0.01%	1516
2025 Q3	$24K	Buy	+1,092	New	+$23.9K	﹤0.01%	2859
2024 Q1	–	Sell	-507	Closed	-$11K	–	2484
2023 Q4	$11K	Buy	+507	New	+$10.7K	﹤0.01%	2817
2023 Q2	–	Sell	-507	Closed	-$11.2K	–	2458
2023 Q1	$11.2K	Hold	507	–	–	﹤0.01%	2822
2022 Q4	$10.9K	Buy	+507	New	+$11K	﹤0.01%	2818
2021 Q3	–	Sell	-261	Closed	-$7K	–	2270
2021 Q2	$7K	Buy	+261	New	+$6.54K	﹤0.01%	2950
2021 Q1	–	Sell	-261	Closed	-$7K	–	2082
2020 Q4	$7K	Hold	261	–	–	﹤0.01%	2592
2020 Q3	$7K	Buy	+261	New	+$6.96K	﹤0.01%	2627
2020 Q2	–	Sell	-261	Closed	-$7K	–	1831
2020 Q1	$7K	Buy	+261	New	+$6.78K	﹤0.01%	2346

Other funds holding IBTJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

BCM

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

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's IBTJ Position: Q1 2026 in Review

Advisory Services Network reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 1.5% in Q1 2026, selling an estimated $4.21K and leaving 12,736 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

Advisory Services Network first reported a position in IBTJ in Q1 2020 and has held it in 10 quarters since. The position peaked at $284K in Q4 2025. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Advisory Services Network held 12,736 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $278K as of Q1 2026.
Advisory Services Network sold 192 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $4.21K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1626 holding.
Advisory Services Network first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2020 and has held it in 10 quarters since.
Advisory Services Network's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $284K in Q4 2025.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.