BC
IBTJ icon

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
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
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