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Cary Street Partners’s iShares iBonds Dec 2029 Term Treasury ETF IBTJ Stock Holding History

Cary Street Partners’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 		$914K Buy
41,851
+1,716
+4% +$37.6K 0.02% 458
2025
Q4 		$881K Sell
40,135
-137
-0.3% -$3.01K 0.02% 464
2025
Q3 		$884K Sell
40,272
-688
-2% -$15.1K 0.02% 450
2025
Q2 		$898K Buy
40,960
+1,289
+3% +$28K 0.03% 432
2025
Q1 		$864K Buy
39,671
+2,298
+6% +$49.4K 0.03% 420
2024
Q4 		$797K Buy
+37,373
New +$805K 0.03% 423

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