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 Q2	$22.5M	Buy	1,039,013 +44,755	+5%	+$971K	﹤0.01%	1455
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 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

Ameriprise's IBTJ Position: Q2 2026 in Review

Ameriprise increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 4.5% in Q2 2026, buying an estimated $971K and bringing the position to 1,039,013 shares worth $22.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1455.

Ameriprise 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.

Ameriprise held 1,039,013 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $22.5M as of Q2 2026.
Ameriprise bought 44,755 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $971K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #1455 holding.
Ameriprise 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 Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.