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Autumn Glory Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Autumn Glory Partners’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 		$260K Buy
12,014
+2,781
+30% +$60.3K 0.07% 188
2026
Q1 		$202K Hold
9,233
– – 0.07% 200
2025
Q4 		$203K Hold
9,233
– – 0.07% 202
2025
Q3 		$203K Buy
+9,233
New +$202K 0.08% 188

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
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Autumn Glory Partners's IBTJ Position: Q2 2026 in Review

Autumn Glory Partners increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 30% in Q2 2026, buying an estimated $60.3K and bringing the position to 12,014 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #188.

Autumn Glory Partners 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.

  • Autumn Glory Partners held 12,014 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $260K as of Q2 2026.
  • Autumn Glory Partners bought 2,781 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $60.3K.
  • iShares iBonds Dec 2029 Term Treasury ETF made up 0.07% of Autumn Glory Partners's portfolio in Q2 2026, its #188 holding.
  • Autumn Glory Partners 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 Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.