Barrett & Company’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Barrett & Company’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	$354K	Buy	16,334 +5,374	+49%	+$117K	0.1%	112
2026 Q1	$239K	Sell	10,960 -4,513	-29%	-$99K	0.08%	134
2025 Q4	$340K	Buy	15,473 +4,813	+45%	+$106K	0.11%	100
2025 Q3	$234K	Buy	10,660 +2,425	+29%	+$53.1K	0.08%	137
2025 Q2	$181K	Buy	8,235 +2,085	+34%	+$45.3K	0.07%	153
2025 Q1	$134K	Buy	6,150 +1,450	+31%	+$31.2K	0.06%	167
2024 Q4	$100K	Buy	4,700 +4,300	+1,075%	+$92.7K	0.04%	197
2024 Q3	$8.84K	Hold	400	–	–	﹤0.01%	437
2024 Q2	$8.55K	Hold	400	–	–	﹤0.01%	440
2024 Q1	$8.6K	Buy	+400	New	+$8.62K	﹤0.01%	441

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

Barrett & Company's IBTJ Position: Q2 2026 in Review

Barrett & Company increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 49% in Q2 2026, buying an estimated $117K and bringing the position to 16,334 shares worth $354K. The position accounts for 0.1% of the portfolio, ranked #112.

Barrett & Company first reported a position in IBTJ in Q1 2024 and has held it in 10 quarters since. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Barrett & Company held 16,334 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $354K as of Q2 2026.
Barrett & Company bought 5,374 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $117K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.1% of Barrett & Company's portfolio in Q2 2026, its #112 holding.
Barrett & Company first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q1 2024 and has held it in 10 quarters since.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.