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Asset Advisors Investment Management’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Asset Advisors Investment Management’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 		$29M Buy
1,340,715
+102,598
+8% +$2.23M 2.66% 9
2026
Q1 		$27M Buy
1,238,117
+193,119
+18% +$4.24M 2.58% 11
2025
Q4 		$22.9M Buy
1,044,998
+789,073
+308% +$17.3M 2.12% 15
2025
Q3 		$5.62M Buy
+255,925
New +$5.6M 0.53% 47

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Asset Advisors Investment Management's IBTJ Position: Q2 2026 in Review

Asset Advisors Investment Management increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 8.3% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,340,715 shares worth $29M. The position accounts for 2.66% of the portfolio, ranked #9.

Asset Advisors Investment Management first reported a position in IBTJ in Q3 2025 and has held it in 4 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

  • Asset Advisors Investment Management held 1,340,715 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $29M as of Q2 2026.
  • Asset Advisors Investment Management bought 102,598 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $2.23M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 2.66% of Asset Advisors Investment Management's portfolio in Q2 2026, its #9 holding.
  • Asset Advisors Investment Management first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2025 and has held it in 4 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Asset Advisors Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.