Cambridge Investment Research Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cambridge Investment Research Advisors’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	$940K	Sell	43,414 -41,899	-49%	-$909K	﹤0.01%	2371
2026 Q1	$1.86M	Buy	85,313 +55,157	+183%	+$1.21M	﹤0.01%	1641
2025 Q4	$662K	Buy	30,156 +6,076	+25%	+$134K	﹤0.01%	2462
2025 Q3	$529K	Buy	24,080 +995	+4%	+$21.8K	﹤0.01%	2626
2025 Q2	$506K	Sell	23,085 -1,429	-6%	-$31.1K	﹤0.01%	2535
2025 Q1	$534K	Buy	24,514 +5,161	+27%	+$111K	﹤0.01%	2376
2024 Q4	$413K	Buy	19,353 +643	+3%	+$13.9K	﹤0.01%	2585
2024 Q3	$414K	Buy	18,710 +828	+5%	+$18.1K	﹤0.01%	2556
2024 Q2	$382K	Buy	+17,882	New	+$379K	﹤0.01%	2510

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

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 $784M AUM 7.7% 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 22.9% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTJ Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 49% in Q2 2026, selling an estimated $909K and leaving 43,414 shares worth $940K. The position accounts for ﹤0.01% of the portfolio, ranked #2371.

Cambridge Investment Research Advisors first reported a position in IBTJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.86M in Q1 2026. 215 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Cambridge Investment Research Advisors held 43,414 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $940K as of Q2 2026.
Cambridge Investment Research Advisors sold 41,899 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $909K.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2371 holding.
Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q2 2024 and has held it in 9 quarters since.
Cambridge Investment Research Advisors's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $1.86M in Q1 2026.
215 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.