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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B 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 $9.99B 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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTJ Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 183% in Q1 2026, buying an estimated $1.21M and bringing the position to 85,313 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Cambridge Investment Research Advisors first reported a position in IBTJ in Q2 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold IBTJ as of Q1 2026.

Cambridge Investment Research Advisors held 85,313 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $1.86M as of Q1 2026.
Cambridge Investment Research Advisors bought 55,157 iShares iBonds Dec 2029 Term Treasury ETF shares in Q1 2026, an estimated $1.21M.
iShares iBonds Dec 2029 Term Treasury ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1641 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 8 quarters since.
216 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.