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 Q2	$783K	Sell	36,161 -5,690	-14%	-$123K	0.02%	553
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 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

BCM

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 $754M AUM 13.23% 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 22.96% 1-Year Est. Return

Cary Street Partners's IBTJ Position: Q2 2026 in Review

Cary Street Partners reduced its iShares iBonds Dec 2029 Term Treasury ETF (IBTJ) stake by 14% in Q2 2026, selling an estimated $123K and leaving 36,161 shares worth $783K. The position accounts for 0.02% of the portfolio, ranked #553.

Cary Street Partners first reported a position in IBTJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $914K in Q1 2026. 213 funds tracked by Wall St. Rank hold IBTJ as of Q2 2026.

Cary Street Partners held 36,161 shares of iShares iBonds Dec 2029 Term Treasury ETF worth $783K as of Q2 2026.
Cary Street Partners sold 5,690 iShares iBonds Dec 2029 Term Treasury ETF shares in Q2 2026, an estimated $123K.
iShares iBonds Dec 2029 Term Treasury ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #553 holding.
Cary Street Partners first reported a position in iShares iBonds Dec 2029 Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares iBonds Dec 2029 Term Treasury ETF position peaked at $914K in Q1 2026.
213 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Treasury ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.