CAPTRUST Financial Advisors
IBTJ icon

CAPTRUST Financial Advisors’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

CAPTRUST Financial 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 		$1.99M Sell
91,293
-4,030
-4% -$88.4K ﹤0.01% 1227
2025
Q4 		$2.09M Buy
95,323
+594
+0.6% +$13.1K ﹤0.01% 1072
2025
Q3 		$2.08M Buy
94,729
+674
+0.7% +$14.8K ﹤0.01% 1009
2025
Q2 		$2.06M Buy
94,055
+22,735
+32% +$494K ﹤0.01% 956
2025
Q1 		$1.55M Buy
71,320
+21,830
+44% +$469K ﹤0.01% 1036
2024
Q4 		$1.06M Buy
49,490
+33,214
+204% +$716K ﹤0.01% 1205
2024
Q3 		$360K Buy
+16,276
New +$356K ﹤0.01% 1780

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TPWA
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BCM
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FAC
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Raymond James Financial
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AAIM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return