Ameriprise
IBTJ icon

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

Ameriprise’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 		$21.7M Buy
994,258
+784,955
+375% +$17.2M 0.01% 1355
2025
Q4 		$4.59M Buy
209,303
+31,306
+18% +$688K ﹤0.01% 2488
2025
Q3 		$3.89M Buy
177,997
+116,250
+188% +$2.54M ﹤0.01% 2610
2025
Q2 		$1.35M Buy
61,747
+5,470
+10% +$119K ﹤0.01% 3142
2025
Q1 		$1.23M Buy
56,277
+19,451
+53% +$418K ﹤0.01% 3122
2024
Q4 		$785K Sell
36,826
-76,605
-68% -$1.65M ﹤0.01% 3347
2024
Q3 		$1.71M Sell
113,431
-214,524
-65% -$4.69M ﹤0.01% 2993
2024
Q2 		$7.01M Buy
327,955
+233,270
+246% +$4.95M ﹤0.01% 2034
2024
Q1 		$2.04M Buy
94,685
+5,939
+7% +$128K ﹤0.01% 2870
2023
Q4 		$1.93M Buy
+88,746
New +$1.88M ﹤0.01% 2888

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 $9.96B 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
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