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 Q2	$1.5M	Buy	69,243 +494	+0.7%	+$10.7K	0.04%	197
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 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

Associated Banc-Corp's IBTJ Position: Q2 2026 in Review

Associated Banc-Corp increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 0.72% in Q2 2026, buying an estimated $10.7K and bringing the position to 69,243 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #197.

Associated Banc-Corp first reported a position in IBTJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.5M in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Associated Banc-Corp held 69,243 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.5M as of Q2 2026.
Associated Banc-Corp bought 494 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $10.7K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.04% of Associated Banc-Corp's portfolio in Q2 2026, its #197 holding.
Associated Banc-Corp first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q3 2023 and has held it in 12 quarters since.
Associated Banc-Corp's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.5M in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Associated Banc-Corp's 13F filing for Q2 2026, filed 31 Jul 2026.