CAPTRUST Financial Advisors
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.06M Buy
94,055
+22,735
+32% +$498K ﹤0.01% 956
2025
Q1 		$1.55M Buy
71,320
+21,830
+44% +$475K ﹤0.01% 1036
2024
Q4 		$1.06M Buy
49,490
+33,214
+204% +$708K ﹤0.01% 1205
2024
Q3 		$360K Buy
+16,276
New +$360K ﹤0.01% 1780