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IBTJ icon

Associated Banc-Corp’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Associated Banc-Corp’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 		$1.5M Buy
68,749
+2,001
+3% +$43.9K 0.04% 185
2025
Q4 		$1.46M Buy
66,748
+2,929
+5% +$64.4K 0.04% 187
2025
Q3 		$1.4M Buy
63,819
+1,743
+3% +$38.1K 0.04% 185
2025
Q2 		$1.36M Buy
62,076
+7,033
+13% +$153K 0.04% 187
2025
Q1 		$1.2M Sell
55,043
-7
-0% -$150 0.04% 193
2024
Q4 		$1.17M Buy
55,050
+2,329
+4% +$50.2K 0.04% 194
2024
Q3 		$1.17M Buy
52,721
+6,168
+13% +$135K 0.03% 201
2024
Q2 		$995K Buy
46,553
+3,590
+8% +$76.2K 0.03% 200
2024
Q1 		$924K Buy
42,963
+2,818
+7% +$60.7K 0.03% 211
2023
Q4 		$874K Buy
40,145
+15,833
+65% +$335K 0.03% 210
2023
Q3 		$511K Buy
+24,312
New +$519K 0.02% 229

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