Bank of America
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Bank of America’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Bank of America’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 		$53.7M Buy
2,457,909
+269,167
+12% +$5.9M ﹤0.01% 1537
2025
Q4 		$48M Buy
2,188,742
+1,507,597
+221% +$33.1M ﹤0.01% 1590
2025
Q3 		$15M Sell
681,145
-43,092
-6% -$943K ﹤0.01% 2887
2025
Q2 		$15.9M Sell
724,237
-34,424
-5% -$749K ﹤0.01% 2793
2025
Q1 		$16.5M Sell
758,661
-63,083
-8% -$1.36M ﹤0.01% 2656
2024
Q4 		$17.5M Buy
821,744
+241,170
+42% +$5.2M ﹤0.01% 2428
2024
Q3 		$12.8M Buy
580,574
+119,942
+26% +$2.62M ﹤0.01% 2836
2024
Q2 		$9.84M Buy
460,632
+73,934
+19% +$1.57M ﹤0.01% 2970
2024
Q1 		$8.31M Buy
386,698
+21,147
+6% +$456K ﹤0.01% 3160
2023
Q4 		$7.96M Buy
365,551
+288,652
+375% +$6.11M ﹤0.01% 3123
2023
Q3 		$1.61M Buy
76,899
+62,210
+424% +$1.33M ﹤0.01% 4460
2023
Q2 		$318K Buy
14,689
+6,220
+73% +$137K ﹤0.01% 5548
2023
Q1 		$188K Buy
8,469
+1,054
+14% +$23.1K ﹤0.01% 5952
2022
Q4 		$160K Buy
7,415
+5,371
+263% +$116K ﹤0.01% 6028
2022
Q3 		$44K Sell
2,044
-85
-4% -$1.92K ﹤0.01% 6731
2022
Q2 		$48K Hold
2,129
– – ﹤0.01% 6844
2022
Q1 		$50K Sell
2,129
-1,759
-45% -$42.8K ﹤0.01% 7173
2021
Q4 		$98K Buy
3,888
+536
+16% +$13.4K ﹤0.01% 6890
2021
Q3 		$84K Buy
3,352
+222
+7% +$5.66K ﹤0.01% 6814
2021
Q2 		$79K Sell
3,130
-10
-0.3% -$251 ﹤0.01% 6630
2021
Q1 		$78K Buy
3,140
+607
+24% +$15.5K ﹤0.01% 6487
2020
Q4 		$66K Buy
+2,533
New +$66.6K ﹤0.01% 6205

Other funds holding IBTJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B 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 $1.09B AUM 11.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America's IBTJ Position: Q1 2026 in Review

Bank of America increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 12% in Q1 2026, buying an estimated $5.9M and bringing the position to 2,457,909 shares worth $53.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Bank of America first reported a position in IBTJ in Q4 2020 and has held it in 22 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

  • Bank of America held 2,457,909 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $53.7M as of Q1 2026.
  • Bank of America bought 269,167 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $5.9M.
  • iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1537 holding.
  • Bank of America first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • 216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.