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 Q2	$1.71M	Buy	79,119 +3,140	+4%	+$68.1K	0.01%	566
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 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 $369B AUM 28.27% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial's IBTJ Position: Q2 2026 in Review

Allworth Financial increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 4.1% in Q2 2026, buying an estimated $68.1K and bringing the position to 79,119 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #566.

Allworth Financial first reported a position in IBTJ in Q4 2023 and has held it in 11 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Allworth Financial held 79,119 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.71M as of Q2 2026.
Allworth Financial bought 3,140 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $68.1K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #566 holding.
Allworth Financial first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2023 and has held it in 11 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.