AF
IBTJ icon

Allworth Financial’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Allworth Financial’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 		$1.66M Buy
75,979
+2,393
+3% +$52.5K 0.01% 581
2025
Q4 		$1.61M Buy
73,586
+13,667
+23% +$300K 0.01% 569
2025
Q3 		$1.32M Hold
59,919
– – 0.01% 588
2025
Q2 		$1.31M Buy
59,919
+50,738
+553% +$1.1M 0.01% 572
2025
Q1 		$200K Sell
9,181
-293
-3% -$6.29K ﹤0.01% 952
2024
Q4 		$202K Buy
9,474
+8,526
+899% +$184K ﹤0.01% 945
2024
Q3 		$21K Hold
948
– – ﹤0.01% 1886
2024
Q2 		$20.4K Hold
948
– – ﹤0.01% 1874
2024
Q1 		$20.4K Hold
948
– – ﹤0.01% 1766
2023
Q4 		$20.6K Buy
+948
New +$20.1K ﹤0.01% 1636

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $8.75B AUM 16.46% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Raymond James Financial
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return